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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
301
$49.6K 0.01%
254
+235
302
$49.6K 0.01%
1,970
+1,941
303
$49.5K 0.01%
369
+360
304
$49.5K 0.01%
384
+377
305
$49.5K 0.01%
946
+933
306
$49.4K 0.01%
+678
307
$49.4K 0.01%
153
+151
308
$49.4K 0.01%
231
+220
309
$49.3K 0.01%
411
+410
310
$49.3K 0.01%
+1,549
311
$49.3K 0.01%
1,985
+1,947
312
$49.2K 0.01%
348
+339
313
$49.2K 0.01%
1,473
+1,454
314
$49.2K 0.01%
+997
315
$49.1K 0.01%
645
+644
316
$49.1K 0.01%
+1,966
317
$49.1K 0.01%
21
318
$49.1K 0.01%
578
+566
319
$49K 0.01%
2,405
+2,382
320
$49K 0.01%
546
+527
321
$48.9K 0.01%
638
+611
322
$48.9K 0.01%
292
+289
323
$48.9K 0.01%
2,112
+2,072
324
$48.8K 0.01%
2,667
+2,649
325
$48.8K 0.01%
367
+361
11 12
13
14 15