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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
$1.42B
AUM Growth
+$133M
(+10%)
Holding
301
Top Buys
| 1 | +$7.98M | |
| 2 | +$7.95M | |
| 3 | +$7.87M | |
| 4 |
QXO.PRB
QXO Inc 5.50% Series B Preferred Stock
QXO.PRB
|
+$7.14M |
| 5 |
MCHPP
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
|
+$6.02M |
Top Sells
| 1 | +$5.32M | |
| 2 | +$4.86M | |
| 3 | +$4.12M | |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$2.14M |
| 5 |
Microsoft
MSFT
|
+$2.14M |
Sector Composition
| 1 | Technology | 1.75% |
| 2 | Financials | 0.26% |
| 3 | Communication Services | 0.24% |
| 4 | Consumer Discretionary | 0.2% |
| 5 | Healthcare | 0.12% |