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
401
$4.04K ﹤0.01%
58
+4
402
$4.04K ﹤0.01%
135
-49
403
$4.03K ﹤0.01%
86
+8
404
$4.03K ﹤0.01%
21
+3
405
$4.01K ﹤0.01%
14
+1
406
$4K ﹤0.01%
24
+2
407
$3.96K ﹤0.01%
+76
408
$3.96K ﹤0.01%
3
409
$3.95K ﹤0.01%
17
410
$3.94K ﹤0.01%
11
+1
411
$3.92K ﹤0.01%
+335
412
$3.92K ﹤0.01%
7
413
$3.91K ﹤0.01%
104
+12
414
$3.9K ﹤0.01%
20
+1
415
$3.84K ﹤0.01%
34
+6
416
$3.83K ﹤0.01%
27
+4
417
$3.83K ﹤0.01%
35
+4
418
$3.82K ﹤0.01%
36
-9
419
$3.8K ﹤0.01%
24
+5
420
$3.8K ﹤0.01%
18
+4
421
$3.79K ﹤0.01%
11
+1
422
$3.79K ﹤0.01%
28
+4
423
$3.78K ﹤0.01%
107
+1
424
$3.77K ﹤0.01%
99
+3
425
$3.76K ﹤0.01%
83
+3
15 16
17
18 19