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
601
$2.94K ﹤0.01%
34
+5
602
$2.92K ﹤0.01%
47
603
$2.9K ﹤0.01%
19
+1
604
$2.9K ﹤0.01%
48
-9
605
$2.87K ﹤0.01%
21
606
$2.84K ﹤0.01%
20
-392
607
$2.83K ﹤0.01%
15
608
$2.83K ﹤0.01%
42
+3
609
$2.83K ﹤0.01%
7
+1
610
$2.82K ﹤0.01%
159
-168
611
$2.81K ﹤0.01%
84
-14
612
$2.81K ﹤0.01%
20
613
$2.81K ﹤0.01%
38
614
$2.81K ﹤0.01%
23
-1
615
$2.81K ﹤0.01%
23
616
$2.8K ﹤0.01%
21
+10
617
$2.8K ﹤0.01%
91
-16
618
$2.78K ﹤0.01%
15
619
$2.78K ﹤0.01%
18
620
$2.76K ﹤0.01%
68
+2
621
$2.75K ﹤0.01%
37
+9
622
$2.73K ﹤0.01%
22
623
$2.72K ﹤0.01%
21
-74
624
$2.72K ﹤0.01%
10
+2
625
$2.72K ﹤0.01%
152
+6
23 24
25
26 27