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
301
$8K ﹤0.01%
+200
302
$8K ﹤0.01%
+1,500
303
$8K ﹤0.01%
+131
304
$8K ﹤0.01%
+55
305
$8K ﹤0.01%
+604
306
$8K ﹤0.01%
+115
307
$7K ﹤0.01%
+95
308
$7K ﹤0.01%
+91
309
$7K ﹤0.01%
+120
310
$7K ﹤0.01%
+204
311
$7K ﹤0.01%
+128
312
$6K ﹤0.01%
+3
313
$6K ﹤0.01%
+147
314
$6K ﹤0.01%
+142
315
$6K ﹤0.01%
+444
316
$6K ﹤0.01%
+72
317
$6K ﹤0.01%
+65
318
$6K ﹤0.01%
+24
319
$6K ﹤0.01%
+85
320
$6K ﹤0.01%
+98
321
$6K ﹤0.01%
+37
322
$6K ﹤0.01%
+148
323
$6K ﹤0.01%
+152
324
$6K ﹤0.01%
+21
325
$6K ﹤0.01%
+63
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