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
701
$1.51K ﹤0.01%
6
-1
702
$1.5K ﹤0.01%
14
-4
703
$1.49K ﹤0.01%
13
-35
704
$1.49K ﹤0.01%
16
+2
705
$1.48K ﹤0.01%
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-19
706
$1.48K ﹤0.01%
40
+5
707
$1.48K ﹤0.01%
51
-30
708
$1.48K ﹤0.01%
80
-39
709
$1.48K ﹤0.01%
13
+1
710
$1.48K ﹤0.01%
17
+4
711
$1.47K ﹤0.01%
14
-4
712
$1.47K ﹤0.01%
31
+1
713
$1.47K ﹤0.01%
8
714
$1.47K ﹤0.01%
7
+1
715
$1.47K ﹤0.01%
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-5
716
$1.47K ﹤0.01%
43
+8
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$1.46K ﹤0.01%
15
+1
718
$1.46K ﹤0.01%
12
-13
719
$1.46K ﹤0.01%
7
+1
720
$1.46K ﹤0.01%
20
-5
721
$1.45K ﹤0.01%
13
+1
722
$1.45K ﹤0.01%
24
-6
723
$1.45K ﹤0.01%
12
-10
724
$1.44K ﹤0.01%
16
-1
725
$1.44K ﹤0.01%
21
-22
27 28
29
30 31