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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
276
$51.5K 0.01%
252
+242
277
$51.4K 0.01%
361
+350
278
$51.3K 0.01%
680
+150
279
$51.3K 0.01%
1,594
+4
280
$50.9K 0.01%
383
+371
281
$50.9K 0.01%
487
+469
282
$50.8K 0.01%
232
+223
283
$50.7K 0.01%
954
+928
284
$50.6K 0.01%
533
+529
285
$50.6K 0.01%
762
+756
286
$50.5K 0.01%
194
+193
287
$50.4K 0.01%
929
+894
288
$50.4K 0.01%
522
+508
289
$50.4K 0.01%
156
+149
290
$50.2K 0.01%
401
+385
291
$50.2K 0.01%
160
+155
292
$50.2K 0.01%
216
+209
293
$50.1K 0.01%
163
294
$50.1K 0.01%
410
+400
295
$50.1K 0.01%
228
+224
296
$50K 0.01%
861
+844
297
$49.9K 0.01%
483
+475
298
$49.8K 0.01%
2,330
+1,385
299
$49.8K 0.01%
1,913
+1,885
300
$49.7K 0.01%
1,750
+1,683
10 11
12
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