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Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - JulMutual Fund | |
Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jul | |
Last update 2023-05-31 | 4 Stocks (0 new) |
Value $- | Turnover 0 % |
Portfolio Report |
Milliman 1-Year Buffered S&P 5... Top Holdings of 2023-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 985 | 99.070 | 0% | 29.110 | 0% | 0.000 | -0.01% | +0.17% | 27356.109 | ||
VGSH | Vanguard Short-Term Government Bond ETF | 1,651 | 96.650 | 0% | 28.400 | 0% | 0.000 | -0.76% | -0.30% | 19876.068 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 1,976 | 96.410 | 0% | 28.330 | 0% | 0.000 | -0.78% | -0.45% | 11071.080 | ||
SPTS | SPDR Portfolio Short Term Treasury ETF | 1,650 | 48.230 | 0% | 14.170 | 0% | 0.000 | -0.70% | -0.26% | 5699.092 |
Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jul's Historical Top Holdings Breakdowns
Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jul Total Holding History ($B)
Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jul's Asset Allocation
Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jul Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jul's Hypothetical Growth since 2023-03-31
Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jul's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jul's Holdings Heat Map
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Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jul's Holdings Bubble Chart
Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jul News
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