SIM
SSI Investment Management Portfolio holdings
AUM
$1.47B
1-Year Est. Return
5.42%
This Fund
S&P 500
1 Year Est. Return
+5.42%
AUM
$1.3B
AUM Growth
+$75.6M
(+6.2%)
Holding
328
Top Buys
| 1 | +$13.1M | |
| 2 | +$12.3M | |
| 3 | +$11.8M | |
| 4 |
IFFT
International Flavors & Fragrances Inc. 6.00% Tangible Equity Units
IFFT
|
+$5.63M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$5.14M |
Top Sells
| 1 | +$12M | |
| 2 | +$6.23M | |
| 3 | +$4.39M | |
| 4 |
BDXA
Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6
BDXA
|
+$3.3M |
| 5 |
First Trust Preferred Securities and Income ETF
FPE
|
+$577K |
Sector Composition
| 1 | Financials | 0.66% |
| 2 | Technology | 0.62% |
| 3 | Healthcare | 0.54% |
| 4 | Communication Services | 0.38% |
| 5 | Industrials | 0.32% |