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
451
$5.42K ﹤0.01%
609
+176
452
$5.4K ﹤0.01%
10
453
$5.32K ﹤0.01%
40
+33
454
$5.3K ﹤0.01%
18
+1
455
$5.27K ﹤0.01%
112
-51
456
$5.19K ﹤0.01%
+96
457
$5.15K ﹤0.01%
150
458
$5.08K ﹤0.01%
+39
459
$5.07K ﹤0.01%
130
-5
460
$5.05K ﹤0.01%
20
461
$5.02K ﹤0.01%
26
462
$4.98K ﹤0.01%
12
463
$4.98K ﹤0.01%
25
+1
464
$4.96K ﹤0.01%
27
-1
465
$4.96K ﹤0.01%
34
466
$4.93K ﹤0.01%
12
467
$4.93K ﹤0.01%
67
+3
468
$4.93K ﹤0.01%
4
469
$4.91K ﹤0.01%
8
+1
470
$4.86K ﹤0.01%
14
+8
471
$4.77K ﹤0.01%
15
472
$4.76K ﹤0.01%
32
+13
473
$4.76K ﹤0.01%
35
474
$4.75K ﹤0.01%
25
-1
475
$4.74K ﹤0.01%
+75
17 18
19
20 21