We are live on ! Find out more
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
551
$16.9K ﹤0.01%
65
+60
552
$16.8K ﹤0.01%
82
+66
553
$16.8K ﹤0.01%
378
+355
554
$16.8K ﹤0.01%
+188
555
$16.8K ﹤0.01%
172
+2
556
$16.6K ﹤0.01%
+50
557
$16.6K ﹤0.01%
272
558
$16.5K ﹤0.01%
82
+69
559
$16.3K ﹤0.01%
68
+46
560
$16.2K ﹤0.01%
216
561
$16.1K ﹤0.01%
420
562
$15.9K ﹤0.01%
270
+252
563
$15.8K ﹤0.01%
182
564
$15.8K ﹤0.01%
37
+23
565
$15.6K ﹤0.01%
54
+46
566
$15.5K ﹤0.01%
50
+47
567
$15.1K ﹤0.01%
151
+149
568
$15.1K ﹤0.01%
151
569
$15K ﹤0.01%
+9
570
$15K ﹤0.01%
1,184
571
$14.9K ﹤0.01%
538
+45
572
$14.7K ﹤0.01%
56
+50
573
$14.4K ﹤0.01%
302
574
$14.2K ﹤0.01%
305
-11
575
$14.1K ﹤0.01%
84
21 22
23
24 25