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
726
$2.1K ﹤0.01%
16
727
$2.1K ﹤0.01%
21
728
$2.09K ﹤0.01%
24
729
$2.09K ﹤0.01%
17
730
$2.09K ﹤0.01%
6
+2
731
$2.09K ﹤0.01%
29
+3
732
$2.08K ﹤0.01%
29
+3
733
$2.08K ﹤0.01%
6
734
$2.08K ﹤0.01%
39
+5
735
$2.08K ﹤0.01%
13
736
$2.07K ﹤0.01%
12
+3
737
$2.07K ﹤0.01%
38
738
$2.07K ﹤0.01%
6
739
$2.06K ﹤0.01%
26
-2
740
$2.06K ﹤0.01%
+105
741
$2.06K ﹤0.01%
32
+4
742
$2.05K ﹤0.01%
29
+3
743
$2.04K ﹤0.01%
55
744
$2.04K ﹤0.01%
8
+2
745
$2.03K ﹤0.01%
24
746
$2.03K ﹤0.01%
3
747
$2.02K ﹤0.01%
39
748
$2.02K ﹤0.01%
33
749
$2.01K ﹤0.01%
100
+11
750
$2.01K ﹤0.01%
23
28 29
30
31 32