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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
476
$27.2K ﹤0.01%
624
+394
477
$27.2K ﹤0.01%
1,004
+989
478
$26.9K ﹤0.01%
81
+73
479
$26.4K ﹤0.01%
392
+384
480
$26K ﹤0.01%
114
+4
481
$25.8K ﹤0.01%
175
+166
482
$25.8K ﹤0.01%
28
+27
483
$25.6K ﹤0.01%
255
+229
484
$25.3K ﹤0.01%
161
+150
485
$25.2K ﹤0.01%
92
+86
486
$24.7K ﹤0.01%
824
487
$24.6K ﹤0.01%
368
488
$24.6K ﹤0.01%
100
489
$24.5K ﹤0.01%
131
+123
490
$24.2K ﹤0.01%
330
+32
491
$24.1K ﹤0.01%
94
+88
492
$24.1K ﹤0.01%
84
+78
493
$24K ﹤0.01%
240
+30
494
$23.9K ﹤0.01%
1,223
+181
495
$23.7K ﹤0.01%
351
496
$23.4K ﹤0.01%
154
+147
497
$23.3K ﹤0.01%
+181
498
$23.3K ﹤0.01%
+276
499
$23.1K ﹤0.01%
129
+118
500
$23K ﹤0.01%
114
18 19
20
21 22