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
401
$7.21K ﹤0.01%
111
-4
402
$7.18K ﹤0.01%
44
-1
403
$7.16K ﹤0.01%
106
+100
404
$7.12K ﹤0.01%
231
405
$7.01K ﹤0.01%
75
406
$7K ﹤0.01%
20
-1
407
$6.89K ﹤0.01%
+167
408
$6.86K ﹤0.01%
86
-133
409
$6.85K ﹤0.01%
112
+2
410
$6.83K ﹤0.01%
51
-3
411
$6.8K ﹤0.01%
87
-3
412
$6.77K ﹤0.01%
90
+45
413
$6.76K ﹤0.01%
25
-416
414
$6.75K ﹤0.01%
39
415
$6.66K ﹤0.01%
36
-5
416
$6.59K ﹤0.01%
70
-299
417
$6.56K ﹤0.01%
177
+5
418
$6.54K ﹤0.01%
4
+1
419
$6.39K ﹤0.01%
16
+9
420
$6.35K ﹤0.01%
40
421
$6.34K ﹤0.01%
19
+1
422
$6.34K ﹤0.01%
37
+21
423
$6.28K ﹤0.01%
149
-3
424
$6.26K ﹤0.01%
49
-5
425
$6.25K ﹤0.01%
5
15 16
17
18 19