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
326
$6K ﹤0.01%
+122
327
$6K ﹤0.01%
+231
328
$5K ﹤0.01%
+53
329
$5K ﹤0.01%
+120
330
$5K ﹤0.01%
+233
331
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332
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+26
333
$5K ﹤0.01%
+23
334
$5K ﹤0.01%
+10
335
$5K ﹤0.01%
+104
336
$5K ﹤0.01%
+80
337
$5K ﹤0.01%
+130
338
$5K ﹤0.01%
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339
$5K ﹤0.01%
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340
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+81
341
$5K ﹤0.01%
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342
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343
$4K ﹤0.01%
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344
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345
$4K ﹤0.01%
+62
346
$4K ﹤0.01%
+15
347
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+12
348
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+16
349
$4K ﹤0.01%
+49
350
$4K ﹤0.01%
+25
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