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
$501M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,699
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$3.79M
3
+$2.14M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$2.04M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.72M

Top Sells

1
+$737K
2
+$660K
3
+$387K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$282K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$257K

Sector Composition

1 Consumer Staples 4.93%
2 Technology 4.8%
3 Healthcare 3.71%
4 Consumer Discretionary 1.44%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13K ﹤0.01%
+210
327
$13K ﹤0.01%
18
328
$13K ﹤0.01%
57
-1
329
$12.7K ﹤0.01%
30
-83
330
$12.7K ﹤0.01%
71
331
$12.4K ﹤0.01%
81
+69
332
$12.3K ﹤0.01%
50
-3
333
$11.9K ﹤0.01%
92
+65
334
$11.8K ﹤0.01%
+468
335
$11.6K ﹤0.01%
114
336
$11.5K ﹤0.01%
+323
337
$11.4K ﹤0.01%
92
-3
338
$11.4K ﹤0.01%
132
+120
339
$11.3K ﹤0.01%
25
-2
340
$11.2K ﹤0.01%
132
-4
341
$11.1K ﹤0.01%
390
-18
342
$10.7K ﹤0.01%
+58
343
$10.5K ﹤0.01%
95
344
$10.5K ﹤0.01%
175
+43
345
$10.4K ﹤0.01%
+416
346
$10.3K ﹤0.01%
158
347
$10.3K ﹤0.01%
52
-1
348
$10.2K ﹤0.01%
+62
349
$10.2K ﹤0.01%
26
350
$10.2K ﹤0.01%
39
12 13
14
15 16