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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
626
$9.23K ﹤0.01%
200
627
$9.21K ﹤0.01%
+249
628
$9.21K ﹤0.01%
199
+182
629
$9.15K ﹤0.01%
399
+347
630
$9.08K ﹤0.01%
82
+62
631
$9.05K ﹤0.01%
85
+64
632
$8.88K ﹤0.01%
138
633
$8.59K ﹤0.01%
113
+99
634
$8.58K ﹤0.01%
2
+1
635
$8.56K ﹤0.01%
375
636
$8.56K ﹤0.01%
202
-279
637
$8.53K ﹤0.01%
500
638
$8.47K ﹤0.01%
40
+28
639
$8.37K ﹤0.01%
140
640
$8.34K ﹤0.01%
38
+25
641
$8.32K ﹤0.01%
150
-4
642
$8.28K ﹤0.01%
+254
643
$8.27K ﹤0.01%
653
644
$7.97K ﹤0.01%
+1,033
645
$7.97K ﹤0.01%
242
646
$7.97K ﹤0.01%
47
647
$7.88K ﹤0.01%
60
648
$7.85K ﹤0.01%
231
649
$7.83K ﹤0.01%
678
650
$7.77K ﹤0.01%
28
+23
24 25
26
27 28