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
276
$11.2K ﹤0.01%
96
277
$11.1K ﹤0.01%
256
+3
278
$10.9K ﹤0.01%
89
+16
279
$10.9K ﹤0.01%
23
+4
280
$10.8K ﹤0.01%
71
281
$10.7K ﹤0.01%
65
+9
282
$10.7K ﹤0.01%
13
+1
283
$10.7K ﹤0.01%
168
+84
284
$10.5K ﹤0.01%
220
-1,130
285
$10.5K ﹤0.01%
+50
286
$10.5K ﹤0.01%
438
287
$10.4K ﹤0.01%
126
+5
288
$10.4K ﹤0.01%
140
-122
289
$10.2K ﹤0.01%
160
290
$10.1K ﹤0.01%
75
291
$10.1K ﹤0.01%
228
+12
292
$10.1K ﹤0.01%
190
+30
293
$10K ﹤0.01%
102
+6
294
$9.75K ﹤0.01%
229
-12
295
$9.55K ﹤0.01%
23
-39
296
$9.49K ﹤0.01%
137
-4
297
$9.48K ﹤0.01%
251
-412
298
$9.43K ﹤0.01%
39
-12
299
$9.42K ﹤0.01%
211
+160
300
$9.39K ﹤0.01%
574
10 11
12
13 14