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
276
$12K ﹤0.01%
+429
277
$12K ﹤0.01%
+105
278
$12K ﹤0.01%
+99
279
$12K ﹤0.01%
+1,886
280
$12K ﹤0.01%
+138
281
$12K ﹤0.01%
+492
282
$11K ﹤0.01%
+108
283
$11K ﹤0.01%
+250
284
$11K ﹤0.01%
+529
285
$11K ﹤0.01%
+160
286
$11K ﹤0.01%
+257
287
$11K ﹤0.01%
+570
288
$10K ﹤0.01%
+182
289
$10K ﹤0.01%
+71
290
$10K ﹤0.01%
+118
291
$10K ﹤0.01%
+150
292
$10K ﹤0.01%
+19
293
$10K ﹤0.01%
+400
294
$9K ﹤0.01%
+324
295
$9K ﹤0.01%
+438
296
$9K ﹤0.01%
+601
297
$9K ﹤0.01%
+236
298
$9K ﹤0.01%
+73
299
$8K ﹤0.01%
+223
300
$8K ﹤0.01%
+70
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