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
626
$2.7K ﹤0.01%
49
-2
627
$2.68K ﹤0.01%
56
628
$2.66K ﹤0.01%
2
-1
629
$2.66K ﹤0.01%
49
-69
630
$2.65K ﹤0.01%
10
-1
631
$2.65K ﹤0.01%
60
632
$2.65K ﹤0.01%
41
-2
633
$2.63K ﹤0.01%
14
634
$2.63K ﹤0.01%
27
+2
635
$2.62K ﹤0.01%
9
-1
636
$2.62K ﹤0.01%
9
-2
637
$2.62K ﹤0.01%
115
-5
638
$2.62K ﹤0.01%
46
639
$2.61K ﹤0.01%
22
+1
640
$2.61K ﹤0.01%
80
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641
$2.61K ﹤0.01%
26
-1
642
$2.59K ﹤0.01%
20
643
$2.58K ﹤0.01%
+212
644
$2.57K ﹤0.01%
13
-1
645
$2.57K ﹤0.01%
4
646
$2.55K ﹤0.01%
+784
647
$2.54K ﹤0.01%
213
+11
648
$2.54K ﹤0.01%
30
649
$2.54K ﹤0.01%
4
650
$2.53K ﹤0.01%
11
-2
24 25
26
27 28