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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
601
$11.6K ﹤0.01%
808
602
$11.6K ﹤0.01%
12
+3
603
$11.3K ﹤0.01%
+108
604
$11.3K ﹤0.01%
23
-266
605
$11.2K ﹤0.01%
136
606
$11.1K ﹤0.01%
76
+64
607
$11.1K ﹤0.01%
+392
608
$11K ﹤0.01%
157
609
$10.9K ﹤0.01%
102
-2
610
$10.9K ﹤0.01%
245
611
$10.9K ﹤0.01%
115
612
$10.8K ﹤0.01%
13
+12
613
$10.6K ﹤0.01%
27
-56
614
$10.3K ﹤0.01%
108
615
$10.2K ﹤0.01%
46
+38
616
$10.1K ﹤0.01%
787
617
$9.87K ﹤0.01%
265
-248
618
$9.82K ﹤0.01%
118
619
$9.81K ﹤0.01%
360
+20
620
$9.63K ﹤0.01%
135
-5
621
$9.6K ﹤0.01%
+142
622
$9.59K ﹤0.01%
67
623
$9.59K ﹤0.01%
+98
624
$9.38K ﹤0.01%
263
+258
625
$9.38K ﹤0.01%
382
23 24
25
26 27