SIMC
Squire Investment Management Company Portfolio holdings
AUM
$271M
This Quarter Return
+10.72%
1 Year Return
+10.8%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.95%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 0.53% |
| 2 | Financials | 0.29% |
| 3 | Technology | 0.2% |
| 4 | Consumer Discretionary | 0.02% |
