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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
576
$14K ﹤0.01%
311
+289
577
$14K ﹤0.01%
77
+71
578
$14K ﹤0.01%
+117
579
$13.9K ﹤0.01%
28
+2
580
$13.9K ﹤0.01%
323
581
$13.8K ﹤0.01%
167
+2
582
$13.8K ﹤0.01%
705
+668
583
$13.8K ﹤0.01%
147
+137
584
$13.7K ﹤0.01%
57
+53
585
$13.3K ﹤0.01%
+75
586
$13.2K ﹤0.01%
+274
587
$13.1K ﹤0.01%
95
588
$12.7K ﹤0.01%
222
+118
589
$12.6K ﹤0.01%
62
+52
590
$12.5K ﹤0.01%
290
-11
591
$12.4K ﹤0.01%
+448
592
$12.3K ﹤0.01%
66
-86
593
$12.1K ﹤0.01%
19
+15
594
$12.1K ﹤0.01%
111
+72
595
$12K ﹤0.01%
116
+1
596
$12K ﹤0.01%
+58
597
$11.9K ﹤0.01%
17
+12
598
$11.8K ﹤0.01%
62
+6
599
$11.7K ﹤0.01%
139
600
$11.7K ﹤0.01%
1,038
+3
22 23
24
25 26