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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
426
$34.5K ﹤0.01%
409
+396
427
$34.4K ﹤0.01%
28
+27
428
$34.3K ﹤0.01%
99
+94
429
$34.1K ﹤0.01%
122
+5
430
$33.8K ﹤0.01%
447
+429
431
$33.8K ﹤0.01%
3,398
-937
432
$33.7K ﹤0.01%
1,192
-12
433
$33.7K ﹤0.01%
208
-626
434
$33.5K ﹤0.01%
165
+158
435
$33.5K ﹤0.01%
456
+68
436
$33.4K ﹤0.01%
2,238
437
$33.4K ﹤0.01%
358
438
$33.2K ﹤0.01%
334
439
$33.1K ﹤0.01%
690
-1,250
440
$33K ﹤0.01%
580
441
$32.9K ﹤0.01%
600
442
$32.8K ﹤0.01%
306
+298
443
$32.7K ﹤0.01%
713
+2
444
$32.5K ﹤0.01%
+3,623
445
$32.4K ﹤0.01%
622
+91
446
$32.4K ﹤0.01%
2,581
447
$32K ﹤0.01%
381
+358
448
$31.6K ﹤0.01%
468
+362
449
$31.5K ﹤0.01%
115
+106
450
$31.1K ﹤0.01%
2,923
16 17
18
19 20