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
426
$6.14K ﹤0.01%
60
427
$6.12K ﹤0.01%
435
+286
428
$6.1K ﹤0.01%
437
+372
429
$6K ﹤0.01%
36
-1
430
$5.97K ﹤0.01%
29
-1
431
$5.96K ﹤0.01%
53
+2
432
$5.94K ﹤0.01%
+500
433
$5.92K ﹤0.01%
64
434
$5.92K ﹤0.01%
+194
435
$5.87K ﹤0.01%
+373
436
$5.84K ﹤0.01%
7
-2
437
$5.83K ﹤0.01%
57
-1
438
$5.81K ﹤0.01%
100
+50
439
$5.81K ﹤0.01%
22
440
$5.79K ﹤0.01%
+46
441
$5.65K ﹤0.01%
103
-10
442
$5.64K ﹤0.01%
51
+19
443
$5.59K ﹤0.01%
35
444
$5.57K ﹤0.01%
54
445
$5.55K ﹤0.01%
18
446
$5.55K ﹤0.01%
29
-1
447
$5.55K ﹤0.01%
28
-4
448
$5.51K ﹤0.01%
76
449
$5.42K ﹤0.01%
216
-10
450
$5.42K ﹤0.01%
94
-4
16 17
18
19 20