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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
451
$30.9K ﹤0.01%
378
+368
452
$30.7K ﹤0.01%
478
+462
453
$30.4K ﹤0.01%
112
454
$30.4K ﹤0.01%
332
+67
455
$30.4K ﹤0.01%
362
456
$30.3K ﹤0.01%
357
+210
457
$30.1K ﹤0.01%
1,200
458
$30K ﹤0.01%
133
+130
459
$29.9K ﹤0.01%
74
+71
460
$29.8K ﹤0.01%
+241
461
$29.6K ﹤0.01%
1,119
+1,000
462
$29.3K ﹤0.01%
490
+136
463
$29K ﹤0.01%
214
464
$29K ﹤0.01%
129
465
$28.7K ﹤0.01%
900
466
$28.5K ﹤0.01%
199
+97
467
$28.5K ﹤0.01%
295
468
$28.3K ﹤0.01%
283
+266
469
$28.3K ﹤0.01%
112
+106
470
$28.3K ﹤0.01%
218
+211
471
$27.9K ﹤0.01%
1,385
+1,333
472
$27.7K ﹤0.01%
102
-78
473
$27.7K ﹤0.01%
369
+361
474
$27.7K ﹤0.01%
208
+191
475
$27.3K ﹤0.01%
439
17 18
19
20 21