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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
526
$19.7K ﹤0.01%
426
527
$19.6K ﹤0.01%
70
+64
528
$19.5K ﹤0.01%
212
+207
529
$19.5K ﹤0.01%
538
530
$19.4K ﹤0.01%
232
+219
531
$19.2K ﹤0.01%
432
532
$19.2K ﹤0.01%
254
+231
533
$19K ﹤0.01%
2,467
+2,465
534
$19K ﹤0.01%
39
+33
535
$19K ﹤0.01%
601
+597
536
$18.9K ﹤0.01%
159
+155
537
$18.9K ﹤0.01%
+400
538
$18.6K ﹤0.01%
+500
539
$18.5K ﹤0.01%
525
+419
540
$18.5K ﹤0.01%
+248
541
$18.3K ﹤0.01%
645
+594
542
$18.3K ﹤0.01%
233
543
$18.2K ﹤0.01%
102
+100
544
$18.1K ﹤0.01%
582
545
$18.1K ﹤0.01%
120
546
$17.9K ﹤0.01%
+4,125
547
$17.9K ﹤0.01%
135
+126
548
$17.6K ﹤0.01%
68
+65
549
$17.3K ﹤0.01%
190
+155
550
$17K ﹤0.01%
467
20 21
22
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