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
$296M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$19.8M
3
+$14.7M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$12M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.08M

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 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
+30
752
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+43
753
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754
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755
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756
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757
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+107
758
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+41
759
$1K ﹤0.01%
+16
760
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761
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762
$1K ﹤0.01%
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763
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+147
764
$1K ﹤0.01%
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765
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+7
766
$1K ﹤0.01%
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767
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768
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769
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770
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+1
771
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+3
772
$1K ﹤0.01%
+56
773
$1K ﹤0.01%
+5
774
$1K ﹤0.01%
+39
775
$1K ﹤0.01%
+4
29 30
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