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
426
$3.7K ﹤0.01%
233
427
$3.68K ﹤0.01%
36
428
$3.66K ﹤0.01%
58
+12
429
$3.66K ﹤0.01%
35
+6
430
$3.65K ﹤0.01%
15
431
$3.64K ﹤0.01%
19
-1
432
$3.63K ﹤0.01%
84
+14
433
$3.61K ﹤0.01%
27
+3
434
$3.6K ﹤0.01%
46
+3
435
$3.59K ﹤0.01%
207
-1
436
$3.58K ﹤0.01%
22
+3
437
$3.58K ﹤0.01%
21
+1
438
$3.57K ﹤0.01%
23
+1
439
$3.56K ﹤0.01%
61
+6
440
$3.51K ﹤0.01%
80
441
$3.5K ﹤0.01%
26
+2
442
$3.49K ﹤0.01%
21
+2
443
$3.47K ﹤0.01%
134
-7
444
$3.47K ﹤0.01%
10
+2
445
$3.46K ﹤0.01%
14
+2
446
$3.45K ﹤0.01%
18
+2
447
$3.44K ﹤0.01%
17
+3
448
$3.44K ﹤0.01%
31
-16
449
$3.4K ﹤0.01%
6
+3
450
$3.4K ﹤0.01%
60
+15
16 17
18
19 20