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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
376
$44.5K 0.01%
4,082
+3,979
377
$44.2K 0.01%
+386
378
$43.9K 0.01%
423
+417
379
$43.8K 0.01%
306
+296
380
$43.4K 0.01%
+1,304
381
$43.3K 0.01%
530
+512
382
$43K 0.01%
596
+585
383
$42.7K 0.01%
563
+549
384
$42.6K 0.01%
543
+498
385
$42.6K 0.01%
+844
386
$42.2K 0.01%
+1,039
387
$42.2K 0.01%
151
388
$42.1K 0.01%
488
+37
389
$41.5K 0.01%
824
+805
390
$41.5K 0.01%
323
+312
391
$41.4K 0.01%
106
+103
392
$40.8K 0.01%
+3,160
393
$40.7K 0.01%
1,348
+1,327
394
$40.7K 0.01%
274
395
$40.5K 0.01%
476
396
$39.9K 0.01%
273
+257
397
$39.8K 0.01%
367
+363
398
$39.1K 0.01%
550
+336
399
$39.1K 0.01%
+525
400
$39.1K 0.01%
246
+212
14 15
16
17 18