X-Square Balanced Fund, LLC Institutional Class (SQBIX) is a Allocation--50% to 70% Equity fund with $82.85 Million in assets. The fund allocates 23.84% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Ginnie Mae II Pool at 2.45% of total assets. This is followed by United States Treasury Bill (6.27%) and U.S. Treasury Note (2.93%).