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
626
$1.87K ﹤0.01%
+60
627
$1.87K ﹤0.01%
20
628
$1.86K ﹤0.01%
69
+4
629
$1.84K ﹤0.01%
17
+1
630
$1.83K ﹤0.01%
8
631
$1.83K ﹤0.01%
13
+2
632
$1.82K ﹤0.01%
46
+7
633
$1.81K ﹤0.01%
170
+30
634
$1.81K ﹤0.01%
64
+8
635
$1.8K ﹤0.01%
39
-2
636
$1.8K ﹤0.01%
50
-19
637
$1.8K ﹤0.01%
6
-1
638
$1.8K ﹤0.01%
19
-3
639
$1.8K ﹤0.01%
47
+8
640
$1.8K ﹤0.01%
44
+10
641
$1.8K ﹤0.01%
16
+2
642
$1.8K ﹤0.01%
14
-1
643
$1.79K ﹤0.01%
4
-2
644
$1.78K ﹤0.01%
24
-17
645
$1.77K ﹤0.01%
7
+2
646
$1.77K ﹤0.01%
15
+2
647
$1.77K ﹤0.01%
21
-3
648
$1.76K ﹤0.01%
12
-2
649
$1.76K ﹤0.01%
34
+7
650
$1.75K ﹤0.01%
89
+4
24 25
26
27 28