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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
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-7,660
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79
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82
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-4,717
83
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84
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-10,752
85
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86
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87
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88
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89
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90
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91
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92
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93
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95
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96
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97
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98
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99
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-10,938
100
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-25,906
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4
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