SIS
Strategic Investment Solutions Portfolio holdings
AUM
$378M
1-Year Est. Return
19.8%
1 Year Est. Return
+19.8%
AUM
$345M
AUM Growth
+$45.7M
(+15%)
Holding
732
Top Buys
| 1 | +$17.6M | |
| 2 | +$6.97M | |
| 3 | +$4.49M | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$4.39M |
| 5 |
Dimensional US Equity ETF
DFUS
|
+$3.8M |
Top Sells
| 1 | +$3.46M | |
| 2 | +$3.1M | |
| 3 | +$2.23M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.17M |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$2.11M |
Sector Composition
| 1 | Technology | 5.13% |
| 2 | Consumer Staples | 2.36% |
| 3 | Financials | 1.9% |
| 4 | Consumer Discretionary | 1.62% |
| 5 | Industrials | 0.79% |