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
476
$4.73K ﹤0.01%
120
-5
477
$4.72K ﹤0.01%
21
+5
478
$4.71K ﹤0.01%
20
-1
479
$4.71K ﹤0.01%
170
+3
480
$4.7K ﹤0.01%
42
-1
481
$4.68K ﹤0.01%
81
482
$4.68K ﹤0.01%
18
-1
483
$4.66K ﹤0.01%
+116
484
$4.66K ﹤0.01%
36
-4
485
$4.64K ﹤0.01%
162
-53
486
$4.62K ﹤0.01%
+328
487
$4.57K ﹤0.01%
25
-1
488
$4.57K ﹤0.01%
91
-3
489
$4.48K ﹤0.01%
8
490
$4.46K ﹤0.01%
14
491
$4.42K ﹤0.01%
+66
492
$4.38K ﹤0.01%
24
493
$4.37K ﹤0.01%
+234
494
$4.34K ﹤0.01%
104
-275
495
$4.34K ﹤0.01%
62
+1
496
$4.31K ﹤0.01%
31
497
$4.29K ﹤0.01%
55
-10
498
$4.26K ﹤0.01%
63
499
$4.26K ﹤0.01%
32
+1
500
$4.25K ﹤0.01%
95
-6
18 19
20
21 22