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
$1.35B
AUM Growth
+$152M
(+13%)
Holding
311
Top Buys
| 1 | +$6.39M | |
| 2 | +$6.03M | |
| 3 | +$5.78M | |
| 4 |
WTRU
Essential Utilities, Inc.6.00% Tangible Equity Units
WTRU
|
+$5.73M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.22M |
Top Sells
| 1 | +$4.43M | |
| 2 | +$4.33M | |
| 3 | +$2.93M | |
| 4 |
Bank of America Series L
BAC.PRL
|
+$2.59M |
| 5 |
BDXA
Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6
BDXA
|
+$2.49M |
Sector Composition
| 1 | Technology | 0.6% |
| 2 | Financials | 0.55% |
| 3 | Healthcare | 0.47% |
| 4 | Communication Services | 0.38% |
| 5 | Consumer Staples | 0.28% |