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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
101
– –
-12,499
102
– –
-8,876
103
– –
-11,236
104
– –
-27,015
105
– –
-11,803
106
– –
-12,157
107
– –
-75,000
108
– –
-597
109
– –
-4,345
110
– –
-14,367
111
– –
-4,250
112
– –
-41,790
113
– –
-8,362
114
– –
-14,197
115
– –
-10,337
116
– –
-8,999
117
– –
-8,019
118
– –
-3,074
119
– –
-20,564
1 2 3 4
5