SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
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
+$188M
2
+$21M
3
+$15M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$13.5M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.96M

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 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
+8
727
$1K ﹤0.01%
+7
728
$1K ﹤0.01%
+37
729
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+3
730
$1K ﹤0.01%
+3
731
$1K ﹤0.01%
+1
732
$1K ﹤0.01%
+14
733
$1K ﹤0.01%
+22
734
$1K ﹤0.01%
+16
735
$1K ﹤0.01%
+110
736
$1K ﹤0.01%
+4
737
$1K ﹤0.01%
+40
738
$1K ﹤0.01%
+7
739
$1K ﹤0.01%
+17
740
$1K ﹤0.01%
+11
741
$1K ﹤0.01%
+16
742
$1K ﹤0.01%
+15
743
$1K ﹤0.01%
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744
$1K ﹤0.01%
+6
745
$1K ﹤0.01%
+7
746
$1K ﹤0.01%
+19
747
$1K ﹤0.01%
+15
748
$1K ﹤0.01%
+17
749
$1K ﹤0.01%
+9
750
$1K ﹤0.01%
+6
28 29
30
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