SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
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 2.16%
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%
+26
329
$5K ﹤0.01%
+23
330
$5K ﹤0.01%
+10
331
$5K ﹤0.01%
+104
332
$5K ﹤0.01%
+80
333
$5K ﹤0.01%
+130
334
$5K ﹤0.01%
+53
335
$5K ﹤0.01%
+120
336
$5K ﹤0.01%
+233
337
$5K ﹤0.01%
+17
338
$5K ﹤0.01%
+42
339
$5K ﹤0.01%
+447
340
$5K ﹤0.01%
+81
341
$5K ﹤0.01%
+244
342
$4K ﹤0.01%
+62
343
$4K ﹤0.01%
+15
344
$4K ﹤0.01%
+12
345
$4K ﹤0.01%
+16
346
$4K ﹤0.01%
+49
347
$4K ﹤0.01%
+25
348
$4K ﹤0.01%
+1,350
349
$4K ﹤0.01%
+19
350
$4K ﹤0.01%
+29
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