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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
401
$38.9K 0.01%
2,417
+2,385
402
$38.9K 0.01%
548
+515
403
$38.8K 0.01%
1,271
+1,263
404
$38.8K 0.01%
383
+365
405
$38.5K 0.01%
525
+513
406
$38.4K 0.01%
142
+134
407
$37.8K 0.01%
564
+552
408
$37.7K 0.01%
259
+235
409
$37.7K 0.01%
117
410
$37.5K 0.01%
831
-167
411
$37.3K 0.01%
183
412
$37.2K 0.01%
164
+159
413
$37.1K 0.01%
3,040
+40
414
$37K 0.01%
936
+923
415
$36.7K 0.01%
332
416
$36.4K 0.01%
314
+300
417
$36.1K ﹤0.01%
+615
418
$35.7K ﹤0.01%
136
+129
419
$35.6K ﹤0.01%
33
+28
420
$35.5K ﹤0.01%
419
+407
421
$35.4K ﹤0.01%
339
422
$35.4K ﹤0.01%
105
+100
423
$35.4K ﹤0.01%
178
+159
424
$35K ﹤0.01%
113
425
$34.7K ﹤0.01%
1,823
+100
15 16
17
18 19