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
51
$502K 0.1%
1,369
+93
52
$453K 0.09%
861
+16
53
$449K 0.09%
7,807
-165
54
$411K 0.08%
3,668
+3
55
$396K 0.08%
16,000
56
$362K 0.07%
6,000
57
$358K 0.07%
6,045
58
$358K 0.07%
691
-1
59
$353K 0.07%
3,940
+27
60
$350K 0.07%
5,539
+214
61
$350K 0.07%
2,074
62
$336K 0.07%
5,889
-2
63
$334K 0.07%
4,235
64
$322K 0.06%
2,003
-1
65
$315K 0.06%
1,631
-1,302
66
$309K 0.06%
304
67
$301K 0.06%
608
+144
68
$298K 0.06%
1,639
+76
69
$295K 0.06%
850
+121
70
$289K 0.06%
1,646
-2,203
71
$283K 0.06%
1,239
72
$279K 0.06%
5,117
+350
73
$278K 0.06%
2,275
-13
74
$261K 0.05%
2,570
-150
75
$258K 0.05%
1,456
-102
1 2
3
4 5