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
351
$5.73K ﹤0.01%
55
+4
352
$5.71K ﹤0.01%
17
+4
353
$5.68K ﹤0.01%
69
+9
354
$5.67K ﹤0.01%
59
+7
355
$5.58K ﹤0.01%
12
+1
356
$5.57K ﹤0.01%
1
357
$5.57K ﹤0.01%
73
-12
358
$5.54K ﹤0.01%
21
359
$5.52K ﹤0.01%
30
+1
360
$5.45K ﹤0.01%
244
+8
361
$5.32K ﹤0.01%
63
+2
362
$5.29K ﹤0.01%
24
-5
363
$5.21K ﹤0.01%
17
-3
364
$5.16K ﹤0.01%
7
+1
365
$4.98K ﹤0.01%
250
366
$4.92K ﹤0.01%
2
-2
367
$4.9K ﹤0.01%
30
-2
368
$4.89K ﹤0.01%
15
369
$4.87K ﹤0.01%
78
-133
370
$4.79K ﹤0.01%
12
-2
371
$4.73K ﹤0.01%
17
-6
372
$4.7K ﹤0.01%
16
+3
373
$4.68K ﹤0.01%
61
-218
374
$4.67K ﹤0.01%
60
375
$4.67K ﹤0.01%
53
+8
13 14
15
16 17