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
501
$2.84K ﹤0.01%
58
-1,397
502
$2.83K ﹤0.01%
17
+1
503
$2.82K ﹤0.01%
16
504
$2.79K ﹤0.01%
81
-8
505
$2.78K ﹤0.01%
38
+3
506
$2.77K ﹤0.01%
12
-1
507
$2.77K ﹤0.01%
+920
508
$2.76K ﹤0.01%
2
+1
509
$2.75K ﹤0.01%
22
+4
510
$2.74K ﹤0.01%
45
+10
511
$2.74K ﹤0.01%
47
+8
512
$2.73K ﹤0.01%
47
+6
513
$2.72K ﹤0.01%
28
+2
514
$2.71K ﹤0.01%
11
+1
515
$2.69K ﹤0.01%
5
-1
516
$2.69K ﹤0.01%
20
-5
517
$2.66K ﹤0.01%
43
+5
518
$2.65K ﹤0.01%
26
+4
519
$2.65K ﹤0.01%
6
520
$2.63K ﹤0.01%
13
-8
521
$2.6K ﹤0.01%
100
+13
522
$2.58K ﹤0.01%
20
+1
523
$2.58K ﹤0.01%
15
+2
524
$2.58K ﹤0.01%
27
+4
525
$2.58K ﹤0.01%
23
-56
19 20
21
22 23