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
376
$4.67K ﹤0.01%
423
+7
377
$4.63K ﹤0.01%
22
-12
378
$4.62K ﹤0.01%
124
+19
379
$4.62K ﹤0.01%
68
+11
380
$4.6K ﹤0.01%
49
-2
381
$4.6K ﹤0.01%
16
-3
382
$4.54K ﹤0.01%
285
-13
383
$4.54K ﹤0.01%
19
-1
384
$4.53K ﹤0.01%
108
+16
385
$4.47K ﹤0.01%
125
-28
386
$4.45K ﹤0.01%
31
387
$4.44K ﹤0.01%
50
+8
388
$4.39K ﹤0.01%
25
-3
389
$4.29K ﹤0.01%
12
390
$4.25K ﹤0.01%
30
+5
391
$4.24K ﹤0.01%
185
-582
392
$4.22K ﹤0.01%
76
+36
393
$4.22K ﹤0.01%
6
394
$4.18K ﹤0.01%
38
+6
395
$4.17K ﹤0.01%
69
+4
396
$4.09K ﹤0.01%
26
+1
397
$4.08K ﹤0.01%
129
+23
398
$4.07K ﹤0.01%
16
399
$4.07K ﹤0.01%
74
-2
400
$4.05K ﹤0.01%
54
+6
14 15
16
17 18