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
651
$2.52K ﹤0.01%
33
652
$2.52K ﹤0.01%
6
653
$2.52K ﹤0.01%
132
-71
654
$2.5K ﹤0.01%
13
655
$2.5K ﹤0.01%
16
+1
656
$2.49K ﹤0.01%
8
657
$2.48K ﹤0.01%
13
658
$2.47K ﹤0.01%
42
659
$2.46K ﹤0.01%
147
-7
660
$2.46K ﹤0.01%
12
661
$2.46K ﹤0.01%
13
662
$2.46K ﹤0.01%
63
+1
663
$2.46K ﹤0.01%
57
+3
664
$2.45K ﹤0.01%
17
665
$2.42K ﹤0.01%
18
+2
666
$2.42K ﹤0.01%
88
667
$2.42K ﹤0.01%
25
+2
668
$2.41K ﹤0.01%
14
+2
669
$2.41K ﹤0.01%
70
670
$2.41K ﹤0.01%
8
671
$2.4K ﹤0.01%
23
672
$2.38K ﹤0.01%
26
-2
673
$2.38K ﹤0.01%
26
-104
674
$2.37K ﹤0.01%
44
675
$2.35K ﹤0.01%
36
+9
25 26
27
28 29