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
$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 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
+1,350
352
$4K ﹤0.01%
+19
353
$4K ﹤0.01%
+29
354
$4K ﹤0.01%
+80
355
$4K ﹤0.01%
+28
356
$4K ﹤0.01%
+33
357
$4K ﹤0.01%
+56
358
$4K ﹤0.01%
+11
359
$4K ﹤0.01%
+1,000
360
$4K ﹤0.01%
+11
361
$4K ﹤0.01%
+1
362
$4K ﹤0.01%
+6
363
$4K ﹤0.01%
+31
364
$4K ﹤0.01%
+60
365
$4K ﹤0.01%
+27
366
$4K ﹤0.01%
+80
367
$4K ﹤0.01%
+94
368
$4K ﹤0.01%
+15
369
$4K ﹤0.01%
+49
370
$3K ﹤0.01%
+80
371
$3K ﹤0.01%
+8
372
$3K ﹤0.01%
+38
373
$3K ﹤0.01%
+29
374
$3K ﹤0.01%
+115
375
$3K ﹤0.01%
+76
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