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
301
$9.29K ﹤0.01%
94
+1
302
$9.14K ﹤0.01%
200
303
$9.11K ﹤0.01%
25
-1
304
$9.07K ﹤0.01%
186
-1,658
305
$9.07K ﹤0.01%
81
-10
306
$8.74K ﹤0.01%
80
-1,025
307
$8.71K ﹤0.01%
118
308
$8.7K ﹤0.01%
89
+10
309
$8.66K ﹤0.01%
95
310
$8.56K ﹤0.01%
43
-10
311
$8.39K ﹤0.01%
42
+6
312
$8.33K ﹤0.01%
48
+6
313
$8.25K ﹤0.01%
73
+12
314
$8.13K ﹤0.01%
97
+19
315
$7.96K ﹤0.01%
3
+1
316
$7.87K ﹤0.01%
55
+5
317
$7.79K ﹤0.01%
115
318
$7.61K ﹤0.01%
152
+10
319
$7.54K ﹤0.01%
499
+42
320
$7.52K ﹤0.01%
19
+2
321
$7.46K ﹤0.01%
67
-7
322
$7.45K ﹤0.01%
254
+14
323
$7.4K ﹤0.01%
64
+8
324
$7.34K ﹤0.01%
155
+20
325
$7.29K ﹤0.01%
47
+7
11 12
13
14 15