SIM

Strategic Investment Management Portfolio holdings

AUM $187M
1-Year Est. Return 10.35%
This Quarter Est. Return
1 Year Est. Return
+10.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.5M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M

Top Sells

1 +$17.4M
2 +$28.6K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$18M 19.69%
871,220
2
$17.2M 18.81%
+323,170
3
$12.9M 14.07%
70,450
4
$10M 10.93%
198,903
-346,290
5
$9.35M 10.22%
35,920
-110
6
$7.12M 7.78%
36,490
7
$6.21M 6.79%
90,000
8
$5.64M 6.17%
12,480
9
$3.49M 3.81%
111,170
10
$1.4M 1.53%
14,600
11
$187K 0.2%
412