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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
26
$2.68M 0.37%
31,649
27
$2.51M 0.34%
78,703
-919
28
$2.47M 0.34%
27,565
29
$2.27M 0.31%
7,183
+5,192
30
$2.23M 0.31%
30,775
+355
31
$2.22M 0.3%
43,801
+7,560
32
$1.89M 0.26%
8,622
+342
33
$1.77M 0.24%
21,474
+2
34
$1.59M 0.22%
39,984
-30
35
$1.5M 0.21%
20,227
-42
36
$1.32M 0.18%
17,528
-6,246
37
$1.3M 0.18%
1,777
+427
38
$1.3M 0.18%
10,995
-13,000
39
$1.24M 0.17%
1,867
+176
40
$1.19M 0.16%
4,226
+3,335
41
$1.18M 0.16%
7,687
+4,530
42
$1.17M 0.16%
26,169
-8,290
43
$1.11M 0.15%
2,319
+980
44
$1.08M 0.15%
3,286
+2,519
45
$1.05M 0.14%
5,783
-593
46
$1.04M 0.14%
10,843
+364
47
$973K 0.13%
21,096
+4,659
48
$940K 0.13%
1,015
+148
49
$918K 0.13%
12,167
+12,146
50
$900K 0.12%
5,053
+4,044
1
2
3 4 5