SIMM
Stillwater Investment Management (Minnesota) Portfolio holdings
AUM
$372M
1-Year Est. Return
5.45%
This Fund
S&P 500
1 Year Est. Return
-5.45%
AUM
$353M
AUM Growth
+$29.3M
(+9%)
Holding
85
Top Buys
| 1 | +$759K | |
| 2 | +$717K | |
| 3 | +$212K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$203K |
| 5 |
Lowe's Companies
LOW
|
+$201K |
Top Sells
| 1 | +$941K | |
| 2 | +$582K | |
| 3 | +$344K | |
| 4 |
PayPal
PYPL
|
+$227K |
| 5 |
VeriSign
VRSN
|
+$205K |
Sector Composition
| 1 | Financials | 7.99% |
| 2 | Technology | 7.63% |
| 3 | Consumer Discretionary | 5.64% |
| 4 | Healthcare | 5.57% |
| 5 | Consumer Staples | 4.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Intercontinental Exchange
ICE
$96B
| $290K | 0.08% |
2,829
+11
|
|
||
77
Avantis US Small Cap Value ETF
AVUV
$22.7B
| $239K | 0.07% |
3,205
|
|
||
78
Vanguard Mid-Cap ETF
VO
$92.4B
| $223K | 0.06% |
1,095
+3
|
|
||
79
Schwab US Large- Cap ETF
SCHX
$63.1B
| $212K | 0.06% |
+14,115
|
|
||
80
Truist Financial
TFC
$69.6B
| $203K | 0.06% |
4,728
+52
|
|
||
|
81
Vanguard S&P 500 ETF
VOO
$834B
| $203K | 0.06% |
+578
|
|
||
|
82
Lowe's Companies
LOW
$154B
| $201K | 0.06% |
+1,008
|
|
||
|
83
VeriSign
VRSN
$22.5B
| – | – |
-1,178
|
|
||
|
84
PayPal
PYPL
$36.7B
| – | – |
-2,633
|
|