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
$210M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.82M
3
+$1.69M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.57M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.51M

Top Sells

1
+$565K
2
+$10.2K
3
+$10.2K
4
AAPL icon
Apple
AAPL
+$9.09K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.96K

Sector Composition

1 Financials 2.35%
2 Technology 0.79%
3 Consumer Staples 0.13%
4 Energy 0.1%
5 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$359K 0.17%
1,040
52
$345K 0.16%
8,680
-5
53
$297K 0.14%
4,985
54
$284K 0.14%
4,396
-11
55
$277K 0.13%
2,670
-5,440
56
$276K 0.13%
2,269
-84
57
$269K 0.13%
+11,656
58
$266K 0.13%
12,000
59
$257K 0.12%
13,729
60
$245K 0.12%
+7,185
61
$208K 0.1%
+1,415
62
$40.2K 0.02%
10,911
1 2
3