SIM

Strategic Investment Management Portfolio holdings

AUM $197M
1-Year Est. Return 19.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$27.8M
3
+$5.34M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.82M
5
EWC icon
iShares MSCI Canada ETF
EWC
+$396K

Top Sells

1
+$27.2M
2
+$1.67M
3
+$1.34M
4
NTUS
Natus Medical Inc
NTUS
+$372K
5
NKTR icon
Nektar Therapeutics
NKTR
+$351K

Sector Composition

1 Technology 1.33%
2 Industrials 1.16%
3 Consumer Discretionary 0.84%
4 Healthcare 0.64%
5 Energy 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
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