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SIM
SSI Investment Management Portfolio holdings
AUM
$1.45B
1-Year Est. Return
5.8%
This Fund
S&P 500
1 Year Est. Return
+5.8%
AUM
$1.28B
AUM Growth
-$56M
(-4.2%)
Holding
299
Top Buys
| 1 | +$13.2M | |
| 2 | +$9.18M | |
| 3 | +$8.52M | |
| 4 |
Apollo Global Management Series A
APO.PRA
|
+$8.07M |
| 5 |
BrightSpring Health Services Unit
BTSGU
|
+$7.7M |
Top Sells
| 1 | +$39.1M | |
| 2 | +$9.1M | |
| 3 | +$8.79M | |
| 4 |
PCG.PRX
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
|
+$4.77M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$4.31M |
Sector Composition
| 1 | Technology | 1.56% |
| 2 | Financials | 0.58% |
| 3 | Communication Services | 0.45% |
| 4 | Healthcare | 0.37% |
| 5 | Consumer Staples | 0.33% |