SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
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
526
$3.81K ﹤0.01%
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527
$3.79K ﹤0.01%
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528
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530
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-154
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$3.59K ﹤0.01%
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+4
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$3.57K ﹤0.01%
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$3.56K ﹤0.01%
+750
543
$3.54K ﹤0.01%
20
+2
544
$3.54K ﹤0.01%
380
-3
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$3.54K ﹤0.01%
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-3
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$3.54K ﹤0.01%
9
547
$3.53K ﹤0.01%
45
-1
548
$3.53K ﹤0.01%
8
+1
549
$3.51K ﹤0.01%
+322
550
$3.51K ﹤0.01%
86
20 21
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