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
551
$3.5K ﹤0.01%
16
+2
552
$3.49K ﹤0.01%
24
-2
553
$3.46K ﹤0.01%
8
-1
554
$3.45K ﹤0.01%
16
-1
555
$3.45K ﹤0.01%
26
-1
556
$3.38K ﹤0.01%
29
-2
557
$3.37K ﹤0.01%
6
558
$3.35K ﹤0.01%
36
559
$3.35K ﹤0.01%
15
+1
560
$3.34K ﹤0.01%
26
-1
561
$3.34K ﹤0.01%
34
+1
562
$3.33K ﹤0.01%
39
563
$3.32K ﹤0.01%
27
+9
564
$3.31K ﹤0.01%
24
565
$3.3K ﹤0.01%
89
+21
566
$3.3K ﹤0.01%
31
-1
567
$3.29K ﹤0.01%
279
+78
568
$3.24K ﹤0.01%
37
569
$3.23K ﹤0.01%
98
+1
570
$3.23K ﹤0.01%
12
571
$3.22K ﹤0.01%
+106
572
$3.19K ﹤0.01%
39
573
$3.18K ﹤0.01%
49
+5
574
$3.17K ﹤0.01%
16
+5
575
$3.17K ﹤0.01%
81
-195
21 22
23
24 25