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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
651
$7.76K ﹤0.01%
20
+17
652
$7.74K ﹤0.01%
56
+37
653
$7.62K ﹤0.01%
205
+175
654
$7.59K ﹤0.01%
45
655
$7.58K ﹤0.01%
100
-3
656
$7.48K ﹤0.01%
143
+141
657
$7.38K ﹤0.01%
322
658
$7.38K ﹤0.01%
21
659
$7.28K ﹤0.01%
+942
660
$7.17K ﹤0.01%
259
661
$7.04K ﹤0.01%
150
-150
662
$6.95K ﹤0.01%
+133
663
$6.81K ﹤0.01%
227
664
$6.77K ﹤0.01%
107
665
$6.75K ﹤0.01%
+131
666
$6.69K ﹤0.01%
30
667
$6.67K ﹤0.01%
87
+58
668
$6.6K ﹤0.01%
+102
669
$6.49K ﹤0.01%
25
670
$6.47K ﹤0.01%
20
671
$6.42K ﹤0.01%
358
+351
672
$6.42K ﹤0.01%
32
+18
673
$6.29K ﹤0.01%
56
674
$6.27K ﹤0.01%
64
675
$6.22K ﹤0.01%
132
+32
25 26
27
28 29