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
$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 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
+21
402
$3K ﹤0.01%
+74
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%
+23
412
$3K ﹤0.01%
+8
413
$2K ﹤0.01%
+18
414
$2K ﹤0.01%
+35
415
$2K ﹤0.01%
+31
416
$2K ﹤0.01%
+13
417
$2K ﹤0.01%
+36
418
$2K ﹤0.01%
+18
419
$2K ﹤0.01%
+6
420
$2K ﹤0.01%
+51
421
$2K ﹤0.01%
+75
422
$2K ﹤0.01%
+9
423
$2K ﹤0.01%
+26
424
$2K ﹤0.01%
+107
425
$2K ﹤0.01%
+35
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