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
676
$1.61K ﹤0.01%
25
-1
677
$1.6K ﹤0.01%
18
+4
678
$1.59K ﹤0.01%
40
+8
679
$1.58K ﹤0.01%
9
+1
680
$1.57K ﹤0.01%
70
+8
681
$1.57K ﹤0.01%
20
-13
682
$1.56K ﹤0.01%
7
-7
683
$1.55K ﹤0.01%
37
684
$1.55K ﹤0.01%
10
+1
685
$1.55K ﹤0.01%
5
-1
686
$1.54K ﹤0.01%
4
687
$1.54K ﹤0.01%
12
+2
688
$1.54K ﹤0.01%
42
+8
689
$1.54K ﹤0.01%
5
+2
690
$1.54K ﹤0.01%
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691
$1.53K ﹤0.01%
6
-20
692
$1.53K ﹤0.01%
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-4
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$1.53K ﹤0.01%
28
694
$1.53K ﹤0.01%
8
-2
695
$1.53K ﹤0.01%
16
696
$1.53K ﹤0.01%
17
-1
697
$1.53K ﹤0.01%
38
+5
698
$1.53K ﹤0.01%
16
-3
699
$1.52K ﹤0.01%
13
+1
700
$1.52K ﹤0.01%
9
+1
26 27
28
29 30