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
$367M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,651
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$4.58M
3
+$1.68M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.49M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$998K

Top Sells

1
+$760K
2
+$630K
3
+$583K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$377K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$229K

Sector Composition

1 Consumer Staples 6.79%
2 Technology 4.41%
3 Healthcare 2.85%
4 Consumer Discretionary 1.96%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7.24K ﹤0.01%
50
+8
327
$7.08K ﹤0.01%
34
328
$7K ﹤0.01%
34
+1
329
$6.87K ﹤0.01%
+376
330
$6.79K ﹤0.01%
72
+12
331
$6.78K ﹤0.01%
138
+24
332
$6.74K ﹤0.01%
86
-5
333
$6.69K ﹤0.01%
10
-3
334
$6.66K ﹤0.01%
91
+13
335
$6.65K ﹤0.01%
157
+18
336
$6.42K ﹤0.01%
25
+4
337
$6.34K ﹤0.01%
37
-24
338
$6.24K ﹤0.01%
+500
339
$6.19K ﹤0.01%
400
-100
340
$6.18K ﹤0.01%
36
+1
341
$6.13K ﹤0.01%
231
342
$6.12K ﹤0.01%
4
+1
343
$6K ﹤0.01%
11
+1
344
$5.99K ﹤0.01%
131
+19
345
$5.98K ﹤0.01%
12
+2
346
$5.87K ﹤0.01%
116
+1
347
$5.87K ﹤0.01%
15
+10
348
$5.86K ﹤0.01%
42
+8
349
$5.81K ﹤0.01%
142
+47
350
$5.74K ﹤0.01%
75
-2,013
12 13
14
15 16