SIS
Strategic Investment Solutions Portfolio holdings
AUM
$378M
1-Year Est. Return
19.8%
1 Year Est. Return
+19.8%
AUM
$511M
AUM Growth
+$308M
(+152%)
Holding
1,032
Top Buys
| 1 | +$2.5M | |
| 2 | +$1.41M | |
| 3 | +$966K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$900K |
| 5 |
Dimensional International Value ETF
DFIV
|
+$684K |
Top Sells
| 1 | +$1.84M | |
| 2 | +$1.74M | |
| 3 | +$1.57M | |
| 4 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$857K |
| 5 |
Vanguard Value ETF
VTV
|
+$578K |
Sector Composition
| 1 | Consumer Staples | 1.22% |
| 2 | Technology | 1.19% |
| 3 | Financials | 0.99% |
| 4 | Consumer Discretionary | 0.92% |
| 5 | Industrials | 0.58% |