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SIC

SJS Investment Consulting Portfolio holdings

AUM $819M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$731M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,705
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$6.18M
3
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

1
+$1.5M
2
+$1.27M
3
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3.93K ﹤0.01%
8
727
$3.9K ﹤0.01%
154
+2
728
$3.86K ﹤0.01%
18
729
$3.84K ﹤0.01%
120
+26
730
$3.83K ﹤0.01%
166
731
$3.83K ﹤0.01%
608
+408
732
$3.78K ﹤0.01%
+244
733
$3.78K ﹤0.01%
16
734
$3.75K ﹤0.01%
77
+28
735
$3.74K ﹤0.01%
27
736
$3.74K ﹤0.01%
34
737
$3.67K ﹤0.01%
58
+1
738
$3.67K ﹤0.01%
+194
739
$3.66K ﹤0.01%
24
-1
740
$3.65K ﹤0.01%
+146
741
$3.61K ﹤0.01%
203
742
$3.46K ﹤0.01%
14
-1
743
$3.46K ﹤0.01%
194
+155
744
$3.44K ﹤0.01%
61
745
$3.43K ﹤0.01%
94
-3
746
$3.43K ﹤0.01%
100
747
$3.4K ﹤0.01%
24
748
$3.36K ﹤0.01%
30
+17
749
$3.33K ﹤0.01%
16
+12
750
$3.3K ﹤0.01%
72
28 29
30
31 32