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
251
$26.8K 0.01%
270
+1
252
$26.7K 0.01%
589
253
$26.6K 0.01%
2,083
254
$26.4K 0.01%
260
+236
255
$26.3K 0.01%
566
+504
256
$25.9K 0.01%
+354
257
$25.8K 0.01%
174
+139
258
$25.5K 0.01%
245
+229
259
$25.2K 0.01%
43
+35
260
$25K 0.01%
824
261
$24.6K ﹤0.01%
+399
262
$24.3K ﹤0.01%
403
+2
263
$24.3K ﹤0.01%
+224
264
$24.2K ﹤0.01%
417
+6
265
$24.1K ﹤0.01%
1,312
+8
266
$23.7K ﹤0.01%
+105
267
$23.2K ﹤0.01%
324
+300
268
$22.4K ﹤0.01%
257
-232
269
$21.9K ﹤0.01%
92
+86
270
$21.8K ﹤0.01%
454
-1,041
271
$21.8K ﹤0.01%
958
272
$21.4K ﹤0.01%
41
+33
273
$21.4K ﹤0.01%
1,536
274
$21.1K ﹤0.01%
208
275
$21.1K ﹤0.01%
365
+4
9 10
11
12 13