SIM

SSI Investment Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 4.23%
This Quarter Est. Return
1 Year Est. Return
+4.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Sells

1 +$11.6M
2 +$8.76M
3 +$7.53M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.7M
5
ANTX
Anthem, Inc.
ANTX
+$5.22M

Sector Composition

1 Financials 1.05%
2 Technology 0.66%
3 Healthcare 0.54%
4 Communication Services 0.43%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-62,295
152
-19,733
153
-59,776
154
-75,000
155
-2,101