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
476
$3.14K ﹤0.01%
230
+51
477
$3.12K ﹤0.01%
7
+1
478
$3.11K ﹤0.01%
76
-6
479
$3.1K ﹤0.01%
41
+6
480
$3.1K ﹤0.01%
22
+3
481
$3.1K ﹤0.01%
32
482
$3.09K ﹤0.01%
20
+3
483
$3.08K ﹤0.01%
31
+5
484
$3.04K ﹤0.01%
15
+3
485
$3.01K ﹤0.01%
76
+8
486
$3.01K ﹤0.01%
15
+1
487
$3K ﹤0.01%
80
+14
488
$3K ﹤0.01%
42
+7
489
$2.99K ﹤0.01%
61
+7
490
$2.97K ﹤0.01%
42
+7
491
$2.92K ﹤0.01%
53
+8
492
$2.92K ﹤0.01%
26
+1
493
$2.92K ﹤0.01%
21
494
$2.9K ﹤0.01%
31
+5
495
$2.89K ﹤0.01%
67
+5
496
$2.87K ﹤0.01%
30
497
$2.86K ﹤0.01%
41
-19
498
$2.84K ﹤0.01%
8
+1
499
$2.84K ﹤0.01%
9
-4
500
$2.84K ﹤0.01%
50
-10
18 19
20
21 22