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
376
$3K ﹤0.01%
+2
377
$3K ﹤0.01%
+15
378
$3K ﹤0.01%
+36
379
$3K ﹤0.01%
+97
380
$3K ﹤0.01%
+32
381
$3K ﹤0.01%
+99
382
$3K ﹤0.01%
+27
383
$3K ﹤0.01%
+92
384
$3K ﹤0.01%
+15
385
$3K ﹤0.01%
+29
386
$3K ﹤0.01%
+228
387
$3K ﹤0.01%
+7
388
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389
$3K ﹤0.01%
+80
390
$3K ﹤0.01%
+9
391
$3K ﹤0.01%
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392
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+14
393
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+9
394
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+58
395
$3K ﹤0.01%
+13
396
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+46
397
$3K ﹤0.01%
+21
398
$3K ﹤0.01%
+49
399
$3K ﹤0.01%
+13
400
$3K ﹤0.01%
+21
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