SIM
Strategic Investment Management Portfolio holdings
AUM
$187M
This Quarter Return
-3.02%
1 Year Return
+10.35%
3 Year Return
+34.63%
5 Year Return
+56.1%
10 Year Return
+57%
AUM
$290M
AUM Growth
+$290M
(+204%)
Cap. Flow
+$200M
Cap. Flow
% of AUM
68.96%
Top 10 Holdings %
Top 10 Hldgs %
90.35%
Holding
20
New
9
Increased
6
Reduced
1
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$47.7M |
| 2 |
iShares Russell 3000 ETF
IWV
|
$39M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$33.4M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$19.3M |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$17.4M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$414K |
