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
$501M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,699
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$3.79M
3
+$2.14M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$2.04M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.72M

Top Sells

1
+$737K
2
+$660K
3
+$387K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$282K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$257K

Sector Composition

1 Consumer Staples 4.93%
2 Technology 4.8%
3 Healthcare 3.71%
4 Consumer Discretionary 1.44%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34.1K 0.01%
332
-508
227
$32.7K 0.01%
61
-1
228
$32.6K 0.01%
122
+109
229
$32.3K 0.01%
+387
230
$32.2K 0.01%
615
+535
231
$32.1K 0.01%
78
+41
232
$31.8K 0.01%
127
-2
233
$31.8K 0.01%
21
+20
234
$31.4K 0.01%
94
+85
235
$31.1K 0.01%
577
+521
236
$30.2K 0.01%
122
-1
237
$30.2K 0.01%
115
+96
238
$30.2K 0.01%
118
+98
239
$29.9K 0.01%
712
240
$29.3K 0.01%
70
241
$28.2K 0.01%
414
242
$28.1K 0.01%
877
-7
243
$28.1K 0.01%
229
+1
244
$27.9K 0.01%
298
-2
245
$27.8K 0.01%
164
+62
246
$27.8K 0.01%
367
+342
247
$27.6K 0.01%
137
+120
248
$27.3K 0.01%
325
249
$27K 0.01%
350
250
$27K 0.01%
120
+110
8 9
10
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