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
701
$2.2K ﹤0.01%
33
-4
702
$2.2K ﹤0.01%
33
+5
703
$2.2K ﹤0.01%
9
+1
704
$2.19K ﹤0.01%
61
+1
705
$2.18K ﹤0.01%
24
+2
706
$2.18K ﹤0.01%
12
-21
707
$2.17K ﹤0.01%
17
-1
708
$2.17K ﹤0.01%
8
+5
709
$2.17K ﹤0.01%
28
+8
710
$2.16K ﹤0.01%
141
-961
711
$2.16K ﹤0.01%
26
-2
712
$2.15K ﹤0.01%
22
-1
713
$2.15K ﹤0.01%
29
+5
714
$2.15K ﹤0.01%
47
-4
715
$2.14K ﹤0.01%
179
-3
716
$2.14K ﹤0.01%
11
+1
717
$2.14K ﹤0.01%
27
+1
718
$2.14K ﹤0.01%
35
-3
719
$2.13K ﹤0.01%
156
-21
720
$2.13K ﹤0.01%
10
721
$2.12K ﹤0.01%
+70
722
$2.12K ﹤0.01%
83
+3
723
$2.12K ﹤0.01%
24
+8
724
$2.1K ﹤0.01%
221
-13
725
$2.1K ﹤0.01%
24
27 28
29
30 31