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
351
$4K ﹤0.01%
+80
352
$4K ﹤0.01%
+28
353
$4K ﹤0.01%
+33
354
$4K ﹤0.01%
+56
355
$4K ﹤0.01%
+11
356
$4K ﹤0.01%
+1,000
357
$4K ﹤0.01%
+55
358
$4K ﹤0.01%
+1
359
$4K ﹤0.01%
+30
360
$4K ﹤0.01%
+31
361
$4K ﹤0.01%
+40
362
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363
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+31
364
$4K ﹤0.01%
+60
365
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+27
366
$4K ﹤0.01%
+80
367
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+94
368
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+15
369
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+49
370
$3K ﹤0.01%
+23
371
$3K ﹤0.01%
+38
372
$3K ﹤0.01%
+29
373
$3K ﹤0.01%
+115
374
$3K ﹤0.01%
+76
375
$3K ﹤0.01%
+23
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