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
401
$3K ﹤0.01%
+74
402
$3K ﹤0.01%
+8
403
$3K ﹤0.01%
+40
404
$3K ﹤0.01%
+47
405
$3K ﹤0.01%
+95
406
$3K ﹤0.01%
+44
407
$3K ﹤0.01%
+6
408
$3K ﹤0.01%
+67
409
$3K ﹤0.01%
+250
410
$3K ﹤0.01%
+13
411
$3K ﹤0.01%
+46
412
$3K ﹤0.01%
+8
413
$2K ﹤0.01%
+85
414
$2K ﹤0.01%
+7
415
$2K ﹤0.01%
+25
416
$2K ﹤0.01%
+83
417
$2K ﹤0.01%
+21
418
$2K ﹤0.01%
+5
419
$2K ﹤0.01%
+61
420
$2K ﹤0.01%
+25
421
$2K ﹤0.01%
+54
422
$2K ﹤0.01%
+15
423
$2K ﹤0.01%
+34
424
$2K ﹤0.01%
+37
425
$2K ﹤0.01%
+5
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