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
676
$2.34K ﹤0.01%
12
+5
677
$2.33K ﹤0.01%
47
678
$2.32K ﹤0.01%
+214
679
$2.31K ﹤0.01%
31
+1
680
$2.31K ﹤0.01%
10
-2
681
$2.31K ﹤0.01%
18
682
$2.3K ﹤0.01%
+278
683
$2.3K ﹤0.01%
64
-7
684
$2.29K ﹤0.01%
117
-20
685
$2.28K ﹤0.01%
102
-4
686
$2.28K ﹤0.01%
48
+5
687
$2.28K ﹤0.01%
12
-1
688
$2.27K ﹤0.01%
50
689
$2.27K ﹤0.01%
26
+1
690
$2.26K ﹤0.01%
25
+2
691
$2.25K ﹤0.01%
24
+6
692
$2.25K ﹤0.01%
33
693
$2.24K ﹤0.01%
17
694
$2.24K ﹤0.01%
30
695
$2.24K ﹤0.01%
14
696
$2.22K ﹤0.01%
25
+3
697
$2.22K ﹤0.01%
33
698
$2.21K ﹤0.01%
+619
699
$2.21K ﹤0.01%
21
700
$2.21K ﹤0.01%
4
+1
26 27
28
29 30