SIM
Strategic Income Management Portfolio holdings
AUM
$52.1M
1-Year Est. Return
18.16%
1 Year Est. Return
+18.16%
AUM
$172M
AUM Growth
-$1.78M
(-1%)
Holding
34
Top Buys
| 1 | +$9.48M | |
| 2 | +$256K | |
| 3 | +$235K | |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$212K |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
+$183K |
Top Sells
| 1 | +$1.81M | |
| 2 | +$371K | |
| 3 | +$344K | |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$289K |
| 5 |
Vanguard Growth ETF
VUG
|
+$187K |
Sector Composition
| 1 | Materials | 4.27% |
| 2 | Real Estate | 3.3% |