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
451
$3.38K ﹤0.01%
25
-10
452
$3.37K ﹤0.01%
40
+7
453
$3.37K ﹤0.01%
11
454
$3.35K ﹤0.01%
+25
455
$3.34K ﹤0.01%
22
+2
456
$3.34K ﹤0.01%
+134
457
$3.34K ﹤0.01%
39
458
$3.34K ﹤0.01%
33
+6
459
$3.31K ﹤0.01%
26
+5
460
$3.3K ﹤0.01%
30
+3
461
$3.3K ﹤0.01%
27
+1
462
$3.28K ﹤0.01%
25
+2
463
$3.26K ﹤0.01%
35
464
$3.25K ﹤0.01%
17
-10
465
$3.23K ﹤0.01%
41
+9
466
$3.23K ﹤0.01%
57
+6
467
$3.23K ﹤0.01%
30
+7
468
$3.23K ﹤0.01%
29
+2
469
$3.21K ﹤0.01%
12
470
$3.2K ﹤0.01%
22
471
$3.18K ﹤0.01%
24
-19
472
$3.17K ﹤0.01%
19
-4
473
$3.16K ﹤0.01%
33
+5
474
$3.15K ﹤0.01%
80
475
$3.15K ﹤0.01%
50
-2
17 18
19
20 21