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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
701
$4.66K ﹤0.01%
+60
702
$4.64K ﹤0.01%
+104
703
$4.54K ﹤0.01%
200
704
$4.5K ﹤0.01%
81
+2
705
$4.43K ﹤0.01%
+77
706
$4.41K ﹤0.01%
67
-96
707
$4.38K ﹤0.01%
81
+1
708
$4.37K ﹤0.01%
27
-324
709
$4.35K ﹤0.01%
61
+1
710
$4.33K ﹤0.01%
362
+1
711
$4.3K ﹤0.01%
71
+34
712
$4.29K ﹤0.01%
143
+5
713
$4.25K ﹤0.01%
44
+2
714
$4.23K ﹤0.01%
22
+12
715
$4.2K ﹤0.01%
12
+9
716
$4.19K ﹤0.01%
+20
717
$4.17K ﹤0.01%
80
718
$4.16K ﹤0.01%
+455
719
$4.14K ﹤0.01%
10
+3
720
$4.13K ﹤0.01%
200
721
$4.13K ﹤0.01%
5
722
$4.07K ﹤0.01%
39
+27
723
$4.01K ﹤0.01%
50
724
$4.01K ﹤0.01%
+57
725
$4K ﹤0.01%
+42
27 28
29
30 31