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
$296M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$19.8M
3
+$14.7M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$12M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.08M

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 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17K 0.01%
+196
252
$17K 0.01%
+1,530
253
$16K 0.01%
+226
254
$16K 0.01%
+182
255
$16K 0.01%
+377
256
$16K 0.01%
+111
257
$16K 0.01%
+500
258
$16K 0.01%
+95
259
$16K 0.01%
+96
260
$16K 0.01%
+96
261
$15K 0.01%
+1,621
262
$15K 0.01%
+441
263
$15K 0.01%
+500
264
$15K 0.01%
+75
265
$15K 0.01%
+537
266
$15K 0.01%
+574
267
$14K ﹤0.01%
+132
268
$14K ﹤0.01%
+251
269
$14K ﹤0.01%
+590
270
$14K ﹤0.01%
+490
271
$13K ﹤0.01%
+111
272
$13K ﹤0.01%
+1,033
273
$13K ﹤0.01%
+1,302
274
$13K ﹤0.01%
+300
275
$12K ﹤0.01%
+1,032
9 10
11
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