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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
501
$22.8K ﹤0.01%
190
+165
502
$22.7K ﹤0.01%
66
+60
503
$22.6K ﹤0.01%
395
+384
504
$22.6K ﹤0.01%
481
505
$22.3K ﹤0.01%
676
506
$22.2K ﹤0.01%
42
+39
507
$22.2K ﹤0.01%
221
+8
508
$22.2K ﹤0.01%
+220
509
$22.1K ﹤0.01%
117
+107
510
$22K ﹤0.01%
561
+531
511
$21.8K ﹤0.01%
+231
512
$21.5K ﹤0.01%
687
+2
513
$21.1K ﹤0.01%
218
+214
514
$21.1K ﹤0.01%
908
515
$21K ﹤0.01%
230
516
$20.8K ﹤0.01%
122
+114
517
$20.8K ﹤0.01%
232
+223
518
$20.7K ﹤0.01%
308
+236
519
$20.6K ﹤0.01%
104
+98
520
$20.5K ﹤0.01%
357
521
$20.5K ﹤0.01%
150
-2,204
522
$20.5K ﹤0.01%
722
+716
523
$20.1K ﹤0.01%
+226
524
$19.9K ﹤0.01%
135
+132
525
$19.8K ﹤0.01%
105
19 20
21
22 23