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
751
$1.36K ﹤0.01%
6
-4
752
$1.35K ﹤0.01%
21
+3
753
$1.35K ﹤0.01%
64
+10
754
$1.35K ﹤0.01%
77
755
$1.34K ﹤0.01%
22
-4
756
$1.34K ﹤0.01%
22
+3
757
$1.34K ﹤0.01%
+4
758
$1.34K ﹤0.01%
11
+2
759
$1.33K ﹤0.01%
26
+3
760
$1.33K ﹤0.01%
21
-3
761
$1.32K ﹤0.01%
17
+3
762
$1.32K ﹤0.01%
52
-44
763
$1.32K ﹤0.01%
14
+2
764
$1.32K ﹤0.01%
7
-2
765
$1.32K ﹤0.01%
12
+2
766
$1.31K ﹤0.01%
+16
767
$1.31K ﹤0.01%
44
-93
768
$1.31K ﹤0.01%
9
-1
769
$1.31K ﹤0.01%
20
+6
770
$1.3K ﹤0.01%
33
+5
771
$1.3K ﹤0.01%
214
772
$1.3K ﹤0.01%
7
+5
773
$1.3K ﹤0.01%
19
+3
774
$1.3K ﹤0.01%
38
-15
775
$1.29K ﹤0.01%
5
-4
29 30
31
32 33