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
$367M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,651
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$4.58M
3
+$1.68M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.49M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$998K

Top Sells

1
+$760K
2
+$630K
3
+$583K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$377K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$229K

Sector Composition

1 Consumer Staples 6.79%
2 Technology 4.41%
3 Healthcare 2.85%
4 Consumer Discretionary 1.96%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.44K ﹤0.01%
13
+1
727
$1.44K ﹤0.01%
25
-10
728
$1.44K ﹤0.01%
27
+4
729
$1.43K ﹤0.01%
12
+1
730
$1.43K ﹤0.01%
18
-1
731
$1.43K ﹤0.01%
18
+1
732
$1.43K ﹤0.01%
11
733
$1.42K ﹤0.01%
7
734
$1.42K ﹤0.01%
4
+1
735
$1.42K ﹤0.01%
27
736
$1.42K ﹤0.01%
48
-11
737
$1.42K ﹤0.01%
17
-2
738
$1.41K ﹤0.01%
52
-20
739
$1.41K ﹤0.01%
24
-2
740
$1.41K ﹤0.01%
16
+4
741
$1.4K ﹤0.01%
51
+2
742
$1.4K ﹤0.01%
17
743
$1.39K ﹤0.01%
6
+1
744
$1.39K ﹤0.01%
35
+4
745
$1.39K ﹤0.01%
16
+2
746
$1.37K ﹤0.01%
50
-6
747
$1.36K ﹤0.01%
14
-9
748
$1.36K ﹤0.01%
13
-6
749
$1.36K ﹤0.01%
74
+7
750
$1.36K ﹤0.01%
11
+3
28 29
30
31 32