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
251
$14.6K ﹤0.01%
1,305
252
$14.5K ﹤0.01%
94
+1
253
$14.3K ﹤0.01%
109
-18
254
$14.3K ﹤0.01%
529
255
$14.2K ﹤0.01%
145
+12
256
$14.1K ﹤0.01%
72
-2
257
$14.1K ﹤0.01%
808
-9,824
258
$13.9K ﹤0.01%
101
-1
259
$13.4K ﹤0.01%
+201
260
$13.2K ﹤0.01%
67
-105
261
$13.2K ﹤0.01%
136
-4
262
$13K ﹤0.01%
+419
263
$12.9K ﹤0.01%
178
-1
264
$12.9K ﹤0.01%
194
+60
265
$12.7K ﹤0.01%
108
-2
266
$12.4K ﹤0.01%
355
-5
267
$12.2K ﹤0.01%
492
+5
268
$12.1K ﹤0.01%
21
269
$11.9K ﹤0.01%
148
+8
270
$11.9K ﹤0.01%
150
271
$11.8K ﹤0.01%
186
+134
272
$11.7K ﹤0.01%
92
+18
273
$11.7K ﹤0.01%
150
274
$11.3K ﹤0.01%
114
275
$11.3K ﹤0.01%
182
9 10
11
12 13