SIMC

Squire Investment Management Company Portfolio holdings

AUM $307M
1-Year Est. Return 11.77%
This Quarter Est. Return
1 Year Est. Return
+11.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.95M
3
+$2.71M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.39M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$1.97M

Top Sells

1
+$243K
2
+$30.1K
3
+$23.3K
4
JPM icon
JPMorgan Chase
JPM
+$5.61K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.48K

Sector Composition

1 Consumer Staples 0.46%
2 Financials 0.26%
3 Technology 0.17%
4 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$239K 0.15%
13,729
52
$230K 0.14%
6,282
-90
53
$27.6K 0.02%
10,911
54
– –
-1,261
1 2
3