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
351
$10K ﹤0.01%
135
-2
352
$10K ﹤0.01%
22
353
$9.78K ﹤0.01%
14
354
$9.67K ﹤0.01%
100
355
$9.62K ﹤0.01%
201
+10
356
$9.48K ﹤0.01%
+56
357
$9.44K ﹤0.01%
+170
358
$9.32K ﹤0.01%
+225
359
$9.31K ﹤0.01%
31
+2
360
$9.26K ﹤0.01%
133
-2
361
$9.23K ﹤0.01%
62
+3
362
$9.23K ﹤0.01%
+250
363
$9.18K ﹤0.01%
70
+8
364
$9.12K ﹤0.01%
117
+2
365
$9.08K ﹤0.01%
315
+65
366
$9.04K ﹤0.01%
44
+10
367
$8.93K ﹤0.01%
52
368
$8.78K ﹤0.01%
500
369
$8.77K ﹤0.01%
20
+2
370
$8.74K ﹤0.01%
132
371
$8.71K ﹤0.01%
51
-1
372
$8.7K ﹤0.01%
150
373
$8.69K ﹤0.01%
+245
374
$8.6K ﹤0.01%
58
-7
375
$8.51K ﹤0.01%
58
-1
13 14
15
16 17