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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
$731M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,705
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$6.18M
3
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

1
+$1.5M
2
+$1.27M
3
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$48.7K 0.01%
1,163
+1,148
327
$48.7K 0.01%
+1,074
328
$48.6K 0.01%
1,907
+1,863
329
$48.6K 0.01%
248
+243
330
$48.6K 0.01%
322
+319
331
$48.5K 0.01%
529
+514
332
$48.4K 0.01%
1,425
+1,418
333
$48.4K 0.01%
253
+249
334
$48.4K 0.01%
+286
335
$48.4K 0.01%
+453
336
$48.3K 0.01%
+309
337
$48.3K 0.01%
+250
338
$48.3K 0.01%
312
+310
339
$48.2K 0.01%
+5,264
340
$48.2K 0.01%
+180
341
$48.1K 0.01%
809
+803
342
$48.1K 0.01%
+1,662
343
$48K 0.01%
836
+833
344
$47.9K 0.01%
581
+562
345
$47.9K 0.01%
217
346
$47.8K 0.01%
+553
347
$47.6K 0.01%
299
+195
348
$47.6K 0.01%
392
+383
349
$47.5K 0.01%
+340
350
$47.5K 0.01%
+904
12 13
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