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SIC

SJS Investment Consulting Portfolio holdings

AUM $819M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$21M
3
+$15M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$13.5M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.96M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 9.04%
2 Technology 3.96%
3 Healthcare 3.07%
4 Consumer Discretionary 2.65%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22K 0.01%
+233
227
$22K 0.01%
+712
228
$22K 0.01%
+65
229
$21K 0.01%
+253
230
$21K 0.01%
+366
231
$21K 0.01%
+2,977
232
$21K 0.01%
+1,203
233
$21K 0.01%
+142
234
$21K 0.01%
+536
235
$21K 0.01%
+95
236
$20K 0.01%
+699
237
$20K 0.01%
+362
238
$20K 0.01%
+430
239
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240
$20K 0.01%
+190
241
$20K 0.01%
+300
242
$20K 0.01%
+325
243
$20K 0.01%
+669
244
$20K 0.01%
+486
245
$19K 0.01%
+571
246
$19K 0.01%
+233
247
$18K 0.01%
+827
248
$18K 0.01%
+188
249
$18K 0.01%
+600
250
$18K 0.01%
+63
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