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
276
$20.9K ﹤0.01%
82
+67
277
$20.9K ﹤0.01%
+516
278
$20.7K ﹤0.01%
211
-43
279
$20.3K ﹤0.01%
223
+177
280
$20.1K ﹤0.01%
346
-7
281
$20K ﹤0.01%
687
+2
282
$20K ﹤0.01%
222
-107
283
$19.8K ﹤0.01%
13
284
$19.5K ﹤0.01%
200
+4
285
$19.3K ﹤0.01%
77
+65
286
$19K ﹤0.01%
233
+153
287
$19K ﹤0.01%
301
+275
288
$18.5K ﹤0.01%
+439
289
$18.3K ﹤0.01%
426
+175
290
$18.3K ﹤0.01%
1,530
291
$18.2K ﹤0.01%
246
+2
292
$18.1K ﹤0.01%
378
+2
293
$17.8K ﹤0.01%
44
+34
294
$17.7K ﹤0.01%
908
+466
295
$17.6K ﹤0.01%
1,649
296
$17.1K ﹤0.01%
2,956
-7
297
$17.1K ﹤0.01%
30
+26
298
$16.8K ﹤0.01%
79
+1
299
$16.7K ﹤0.01%
122
+101
300
$16.7K ﹤0.01%
81
10 11
12
13 14