SIM
Strategic Investment Management Portfolio holdings
AUM
$187M
This Quarter Return
+2.37%
1 Year Return
+10.35%
3 Year Return
+34.63%
5 Year Return
+56.1%
10 Year Return
+57%
AUM
$249M
AUM Growth
+$249M
(-14%)
Cap. Flow
-$44.1M
Cap. Flow
% of AUM
-17.72%
Top 10 Holdings %
Top 10 Hldgs %
89.75%
Holding
21
New
1
Increased
2
Reduced
7
Closed
–
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$11.5M |
| 2 |
FlexShares Global Quality Real Estate Index Fund
GQRE
|
$3.08M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.59M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$45.5M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$7.14M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$3.51M |
| 4 |
iShares S&P GSCI Commodity-Indexed Trust
GSG
|
$1.58M |
| 5 |
SPDR Gold Trust
GLD
|
$1.21M |
