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SIM

SSI Investment Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 5.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.8%
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 Buys

1
+$8.67M
2
+$8.12M
3
+$3.19M
4
HBAN icon
Huntington Bancshares
HBAN
+$2.7M
5
SWP
Stanley Black & Decker, Inc. Corporate Units
SWP
+$2.38M

Top Sells

1
+$11.6M
2
+$8.76M
3
+$7.53M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.7M
5
ANTX
Anthem, Inc.
ANTX
+$5.58M

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
– –
-5,302
152
– –
-21,361
153
– –
-97,815
154
– –
-1,277
155
– –
-2,864
3 4 5 6
7