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
526
$2.57K ﹤0.01%
19
-4
527
$2.57K ﹤0.01%
31
-1
528
$2.56K ﹤0.01%
14
+1
529
$2.56K ﹤0.01%
2
530
$2.54K ﹤0.01%
37
531
$2.54K ﹤0.01%
15
+3
532
$2.51K ﹤0.01%
14
-7
533
$2.5K ﹤0.01%
45
-21
534
$2.5K ﹤0.01%
26
+4
535
$2.47K ﹤0.01%
28
+6
536
$2.45K ﹤0.01%
68
+11
537
$2.45K ﹤0.01%
49
+11
538
$2.43K ﹤0.01%
150
+20
539
$2.42K ﹤0.01%
84
+11
540
$2.42K ﹤0.01%
95
+11
541
$2.41K ﹤0.01%
69
-1
542
$2.41K ﹤0.01%
45
-21
543
$2.4K ﹤0.01%
5
+2
544
$2.39K ﹤0.01%
27
+5
545
$2.39K ﹤0.01%
46
+4
546
$2.37K ﹤0.01%
8
-1
547
$2.37K ﹤0.01%
64
+6
548
$2.36K ﹤0.01%
20
+4
549
$2.36K ﹤0.01%
61
+8
550
$2.35K ﹤0.01%
16
+1
20 21
22
23 24