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
651
$1.75K ﹤0.01%
4
652
$1.74K ﹤0.01%
181
-21
653
$1.74K ﹤0.01%
29
+9
654
$1.72K ﹤0.01%
18
-5
655
$1.72K ﹤0.01%
21
+1
656
$1.71K ﹤0.01%
50
657
$1.71K ﹤0.01%
16
-6
658
$1.71K ﹤0.01%
150
-63
659
$1.71K ﹤0.01%
147
-16
660
$1.7K ﹤0.01%
28
-6
661
$1.69K ﹤0.01%
27
-2
662
$1.68K ﹤0.01%
8
-397
663
$1.67K ﹤0.01%
26
+3
664
$1.67K ﹤0.01%
30
+2
665
$1.66K ﹤0.01%
43
-1
666
$1.66K ﹤0.01%
26
+1
667
$1.66K ﹤0.01%
10
668
$1.66K ﹤0.01%
20
-15
669
$1.65K ﹤0.01%
34
-6
670
$1.63K ﹤0.01%
43
-5
671
$1.62K ﹤0.01%
20
+1
672
$1.62K ﹤0.01%
7
-5
673
$1.62K ﹤0.01%
14
+2
674
$1.61K ﹤0.01%
30
675
$1.61K ﹤0.01%
22
-2
25 26
27
28 29