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
501
$4.2K ﹤0.01%
8
+1
502
$4.18K ﹤0.01%
25
-1
503
$4.18K ﹤0.01%
44
504
$4.15K ﹤0.01%
14
-1
505
$4.13K ﹤0.01%
80
506
$4.13K ﹤0.01%
15
507
$4.12K ﹤0.01%
17
-4
508
$4.09K ﹤0.01%
77
-3
509
$4.08K ﹤0.01%
14
-66
510
$4.08K ﹤0.01%
15
511
$4.06K ﹤0.01%
24
+3
512
$4.02K ﹤0.01%
43
-1
513
$4.01K ﹤0.01%
33
-1
514
$3.99K ﹤0.01%
51
515
$3.98K ﹤0.01%
10
-1
516
$3.93K ﹤0.01%
27
-1
517
$3.93K ﹤0.01%
+163
518
$3.92K ﹤0.01%
35
-3
519
$3.91K ﹤0.01%
8
520
$3.88K ﹤0.01%
53
-1
521
$3.85K ﹤0.01%
32
-1
522
$3.84K ﹤0.01%
440
-41
523
$3.84K ﹤0.01%
15
-1
524
$3.82K ﹤0.01%
74
-1
525
$3.81K ﹤0.01%
166
19 20
21
22 23