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
376
$8.44K ﹤0.01%
70
377
$8.38K ﹤0.01%
82
+1
378
$8.38K ﹤0.01%
200
379
$8.34K ﹤0.01%
15
380
$8.12K ﹤0.01%
127
+88
381
$8.1K ﹤0.01%
1
-1
382
$8.07K ﹤0.01%
39
383
$7.9K ﹤0.01%
36
-6
384
$7.83K ﹤0.01%
259
-6
385
$7.72K ﹤0.01%
86
-2
386
$7.7K ﹤0.01%
8
387
$7.63K ﹤0.01%
21
-2
388
$7.58K ﹤0.01%
37
+18
389
$7.58K ﹤0.01%
+73
390
$7.57K ﹤0.01%
45
391
$7.55K ﹤0.01%
115
-1,096
392
$7.53K ﹤0.01%
48
393
$7.35K ﹤0.01%
22
+1
394
$7.33K ﹤0.01%
48
395
$7.32K ﹤0.01%
155
+93
396
$7.31K ﹤0.01%
259
397
$7.3K ﹤0.01%
216
-8
398
$7.26K ﹤0.01%
2
399
$7.25K ﹤0.01%
34
-1
400
$7.25K ﹤0.01%
160
14 15
16
17 18