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
+$188M
2
+$21M
3
+$15M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$13.5M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.96M

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%
+15
377
$3K ﹤0.01%
+36
378
$3K ﹤0.01%
+97
379
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+32
380
$3K ﹤0.01%
+99
381
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+23
382
$3K ﹤0.01%
+27
383
$3K ﹤0.01%
+92
384
$3K ﹤0.01%
+46
385
$3K ﹤0.01%
+21
386
$3K ﹤0.01%
+47
387
$3K ﹤0.01%
+250
388
$3K ﹤0.01%
+13
389
$3K ﹤0.01%
+46
390
$3K ﹤0.01%
+8
391
$3K ﹤0.01%
+15
392
$3K ﹤0.01%
+29
393
$3K ﹤0.01%
+228
394
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+7
395
$3K ﹤0.01%
+32
396
$3K ﹤0.01%
+80
397
$3K ﹤0.01%
+9
398
$3K ﹤0.01%
+18
399
$3K ﹤0.01%
+14
400
$3K ﹤0.01%
+9
14 15
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