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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
351
$47.5K 0.01%
298
+296
352
$47.3K 0.01%
+1,111
353
$47.3K 0.01%
+1,119
354
$47.3K 0.01%
200
+179
355
$47.3K 0.01%
927
+910
356
$47.2K 0.01%
+917
357
$47.1K 0.01%
+517
358
$47.1K 0.01%
+1,242
359
$47K 0.01%
971
+957
360
$47K 0.01%
290
+282
361
$46.8K 0.01%
1,101
+298
362
$46.7K 0.01%
198
+193
363
$46.2K 0.01%
1,522
+1,517
364
$46.2K 0.01%
95
+4
365
$46K 0.01%
235
366
$45.9K 0.01%
+4,157
367
$45.8K 0.01%
1,738
+1,682
368
$45.8K 0.01%
810
+790
369
$45.7K 0.01%
588
+564
370
$45.5K 0.01%
353
+338
371
$45.4K 0.01%
322
-29
372
$45.1K 0.01%
1,375
373
$45K 0.01%
1,356
+1,339
374
$44.8K 0.01%
106
+99
375
$44.6K 0.01%
188
+150
13 14
15
16 17