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
$255M
AUM Growth
-$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$893K
2
+$575K
3
+$486K
4
OUTR
OUTERWALL INC
OUTR
+$354K
5
NSIT icon
Insight Enterprises
NSIT
+$349K

Top Sells

1
+$97.9M
2
+$1.95M
3
+$1.44M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$952K
5
LXK
Lexmark Intl Inc
LXK
+$500K

Sector Composition

1 Technology 2.48%
2 Industrials 1.79%
3 Consumer Discretionary 1.08%
4 Healthcare 1.01%
5 Energy 1%
Name Market Value Portfolio Weight Shares or Principal Change
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