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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
251
$54.2K 0.01%
343
+330
252
$54K 0.01%
477
+456
253
$53.7K 0.01%
1,883
+1,720
254
$53.5K 0.01%
1,176
255
$53.2K 0.01%
245
+228
256
$53.2K 0.01%
1,259
+1,159
257
$53.1K 0.01%
1,209
+67
258
$53K 0.01%
97
+88
259
$53K 0.01%
636
+578
260
$53K 0.01%
688
+609
261
$52.7K 0.01%
709
+687
262
$52.7K 0.01%
97
+92
263
$52.6K 0.01%
781
+758
264
$52.4K 0.01%
1,160
-25
265
$52.4K 0.01%
1,166
+615
266
$52.3K 0.01%
396
+370
267
$52.2K 0.01%
212
+199
268
$52.1K 0.01%
245
+142
269
$52.1K 0.01%
936
+935
270
$52K 0.01%
1,549
+571
271
$51.8K 0.01%
688
+646
272
$51.8K 0.01%
385
+371
273
$51.8K 0.01%
712
274
$51.6K 0.01%
271
+262
275
$51.6K 0.01%
818
+793
9 10
11
12 13