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
$296M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$19.8M
3
+$14.7M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$12M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.08M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 9.04%
2 Technology 3.96%
3 Healthcare 3.07%
4 Consumer Discretionary 2.65%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$789K 0.27%
+4,398
27
$776K 0.26%
+14,470
28
$747K 0.25%
+19,245
29
$738K 0.25%
+15,345
30
$643K 0.22%
+13,996
31
$626K 0.21%
+51,530
32
$610K 0.21%
+13,107
33
$579K 0.2%
+4,588
34
$519K 0.18%
+22,918
35
$492K 0.17%
+3,010
36
$486K 0.16%
+23,798
37
$483K 0.16%
+1,021
38
$474K 0.16%
+1,328
39
$474K 0.16%
+5,916
40
$474K 0.16%
+12,426
41
$460K 0.16%
+4,329
42
$453K 0.15%
+3,668
43
$443K 0.15%
+1,605
44
$437K 0.15%
+5,012
45
$422K 0.14%
+3,666
46
$405K 0.14%
+7,000
47
$397K 0.13%
+787
48
$380K 0.13%
+12,988
49
$372K 0.13%
+2,593
50
$356K 0.12%
+5,702
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