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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
$296M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$21M
3
+$15M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$13.5M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.96M

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 2.16%
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%
+23
331
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+10
332
$5K ﹤0.01%
+42
333
$5K ﹤0.01%
+447
334
$5K ﹤0.01%
+81
335
$5K ﹤0.01%
+26
336
$5K ﹤0.01%
+104
337
$5K ﹤0.01%
+80
338
$5K ﹤0.01%
+130
339
$5K ﹤0.01%
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340
$5K ﹤0.01%
+17
341
$5K ﹤0.01%
+244
342
$4K ﹤0.01%
+33
343
$4K ﹤0.01%
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$4K ﹤0.01%
+11
345
$4K ﹤0.01%
+1,000
346
$4K ﹤0.01%
+55
347
$4K ﹤0.01%
+30
348
$4K ﹤0.01%
+31
349
$4K ﹤0.01%
+40
350
$4K ﹤0.01%
+6
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