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SIM

Strategic Investment Management Portfolio holdings

AUM $239M
1-Year Est. Return 19.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$982M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.15M
3
+$1.84M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.19M

Top Sells

1
+$60M
2
+$46.1M
3
+$5.07M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.98M
5
YHOO
Yahoo Inc
YHOO
+$1M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-8,820
52
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-3,923
53
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-23,432
54
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-9,231
55
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-4,144
56
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-6,510
57
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-9,188
58
– –
-7,757
59
– –
-9,975
60
– –
-21,947
61
– –
-9,221
62
– –
-2,743
63
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-13,473
64
– –
-16,997
65
– –
-15,540
66
– –
-2,739
67
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-21,177
68
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-9,517
69
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-12,167
70
– –
-4,062
71
– –
-4,670
72
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-11,295
73
– –
-4,125
74
– –
-20,000
75
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-1,197
1 2
3
4 5