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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
$731M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,705
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$6.18M
3
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

1
+$1.5M
2
+$1.27M
3
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66.5K 0.01%
512
227
$66.3K 0.01%
25,000
228
$66.1K 0.01%
3,913
229
$64.9K 0.01%
95
+92
230
$64.4K 0.01%
144
+106
231
$63.9K 0.01%
2,110
232
$63.7K 0.01%
1,795
+1,659
233
$62.5K 0.01%
1,917
+1,100
234
$62.2K 0.01%
298
235
$61.2K 0.01%
10,000
-55
236
$60.8K 0.01%
2,310
237
$60.6K 0.01%
1,236
+394
238
$60.4K 0.01%
+209
239
$59.6K 0.01%
1,217
+1,022
240
$59.4K 0.01%
275
+200
241
$58.8K 0.01%
660
242
$58.6K 0.01%
733
+513
243
$56.9K 0.01%
75
+70
244
$56.5K 0.01%
406
245
$56.4K 0.01%
1,119
+657
246
$56.2K 0.01%
177
+146
247
$55.6K 0.01%
214
248
$54.8K 0.01%
4,811
+95
249
$54.8K 0.01%
+1,197
250
$54.6K 0.01%
492
+335
8 9
10
11 12