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
576
$2.17K ﹤0.01%
62
+10
577
$2.15K ﹤0.01%
41
-31
578
$2.15K ﹤0.01%
15
+3
579
$2.14K ﹤0.01%
15
580
$2.13K ﹤0.01%
115
581
$2.13K ﹤0.01%
28
+2
582
$2.13K ﹤0.01%
37
-169
583
$2.12K ﹤0.01%
15
-9
584
$2.12K ﹤0.01%
+46
585
$2.12K ﹤0.01%
32
+6
586
$2.1K ﹤0.01%
49
+8
587
$2.1K ﹤0.01%
136
-17
588
$2.1K ﹤0.01%
29
+8
589
$2.1K ﹤0.01%
66
-3
590
$2.1K ﹤0.01%
26
+5
591
$2.09K ﹤0.01%
15
592
$2.09K ﹤0.01%
32
+3
593
$2.09K ﹤0.01%
80
+13
594
$2.08K ﹤0.01%
15
-10
595
$2.06K ﹤0.01%
30
-12
596
$2.06K ﹤0.01%
14
+2
597
$2.06K ﹤0.01%
6
598
$2.04K ﹤0.01%
37
+3
599
$2.03K ﹤0.01%
18
-3
600
$2.02K ﹤0.01%
10
22 23
24
25 26