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
$296M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$19.8M
3
+$14.7M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$12M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.08M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 9.04%
2 Technology 3.96%
3 Healthcare 3.07%
4 Consumer Discretionary 2.65%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$339K 0.11%
+7,666
52
$335K 0.11%
+3,208
53
$321K 0.11%
+4,009
54
$316K 0.11%
+4,225
55
$312K 0.11%
+685
56
$298K 0.1%
+21,152
57
$279K 0.09%
+6,098
58
$274K 0.09%
+2,073
59
$268K 0.09%
+2,699
60
$255K 0.09%
+5,838
61
$252K 0.09%
+13,914
62
$250K 0.08%
+15,720
63
$249K 0.08%
+4,449
64
$232K 0.08%
+2,451
65
$232K 0.08%
+475
66
$222K 0.08%
+5,691
67
$222K 0.08%
+2,671
68
$221K 0.07%
+4,838
69
$219K 0.07%
+11,697
70
$216K 0.07%
+1,453
71
$215K 0.07%
+1,312
72
$212K 0.07%
+5,082
73
$207K 0.07%
+1,544
74
$207K 0.07%
+4,370
75
$203K 0.07%
+733
1 2
3
4 5