SIC

SJS Investment Consulting Portfolio holdings

AUM $731M
1-Year Est. Return 12.87%
This Quarter Est. Return
1 Year Est. Return
+12.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,651
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$4.58M
3
+$1.68M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.49M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$998K

Top Sells

1
+$760K
2
+$630K
3
+$583K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$377K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$229K

Sector Composition

1 Consumer Staples 6.79%
2 Technology 4.41%
3 Healthcare 2.85%
4 Consumer Discretionary 1.96%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.7K 0.01%
600
-59
227
$20K 0.01%
268
+235
228
$19.3K 0.01%
240
-1
229
$19.3K 0.01%
208
+8
230
$18.7K 0.01%
+1,536
231
$18.4K 0.01%
188
+157
232
$18.3K 0.01%
1,530
233
$18.1K ﹤0.01%
241
+3
234
$17.9K ﹤0.01%
186
-2
235
$17.9K ﹤0.01%
445
236
$17.6K ﹤0.01%
680
+600
237
$17.4K ﹤0.01%
+800
238
$17.1K ﹤0.01%
127
+5
239
$17K ﹤0.01%
1,649
240
$16.3K ﹤0.01%
134
+2
241
$16.3K ﹤0.01%
429
242
$16.2K ﹤0.01%
280
+200
243
$16.2K ﹤0.01%
35
+22
244
$15.9K ﹤0.01%
125
-13
245
$15.6K ﹤0.01%
121
246
$15.6K ﹤0.01%
2,963
+17
247
$15.5K ﹤0.01%
65
-30
248
$15.4K ﹤0.01%
200
-159
249
$15.4K ﹤0.01%
380
-291
250
$15.2K ﹤0.01%
490
8 9
10
11 12