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
301
$16.7K ﹤0.01%
228
+93
302
$16.6K ﹤0.01%
86
+83
303
$16.6K ﹤0.01%
638
304
$16.6K ﹤0.01%
+582
305
$16.5K ﹤0.01%
171
+2
306
$16.5K ﹤0.01%
222
307
$16.3K ﹤0.01%
144
+1
308
$16K ﹤0.01%
165
-22
309
$16K ﹤0.01%
528
310
$15.7K ﹤0.01%
63
311
$15.7K ﹤0.01%
134
+1
312
$15.5K ﹤0.01%
162
-2
313
$15.5K ﹤0.01%
94
314
$15.4K ﹤0.01%
445
-100
315
$15.3K ﹤0.01%
1,336
-2
316
$15.1K ﹤0.01%
53
+6
317
$14.9K ﹤0.01%
+538
318
$14.5K ﹤0.01%
162
+129
319
$14.4K ﹤0.01%
136
+121
320
$13.8K ﹤0.01%
109
+1
321
$13.6K ﹤0.01%
198
+50
322
$13.3K ﹤0.01%
364
+62
323
$13.3K ﹤0.01%
67
324
$13.1K ﹤0.01%
182
325
$13K ﹤0.01%
+337
11 12
13
14 15