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
601
$2.02K ﹤0.01%
20
+3
602
$2K ﹤0.01%
66
+11
603
$2K ﹤0.01%
6
+1
604
$2K ﹤0.01%
14
-1
605
$1.99K ﹤0.01%
14
+2
606
$1.99K ﹤0.01%
10
-4
607
$1.98K ﹤0.01%
21
608
$1.98K ﹤0.01%
35
+9
609
$1.97K ﹤0.01%
11
+1
610
$1.96K ﹤0.01%
18
-2
611
$1.96K ﹤0.01%
40
-2
612
$1.96K ﹤0.01%
29
-5
613
$1.95K ﹤0.01%
9
-4
614
$1.95K ﹤0.01%
2
-1
615
$1.95K ﹤0.01%
15
+2
616
$1.94K ﹤0.01%
76
+12
617
$1.92K ﹤0.01%
6
-1
618
$1.91K ﹤0.01%
6
+1
619
$1.91K ﹤0.01%
27
+3
620
$1.9K ﹤0.01%
154
621
$1.9K ﹤0.01%
9
-1
622
$1.9K ﹤0.01%
29
+7
623
$1.89K ﹤0.01%
32
-1
624
$1.88K ﹤0.01%
35
+4
625
$1.88K ﹤0.01%
7
+2
23 24
25
26 27