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
751
$2K ﹤0.01%
45
-6
752
$2K ﹤0.01%
71
+9
753
$2K ﹤0.01%
17
754
$1.99K ﹤0.01%
+171
755
$1.99K ﹤0.01%
18
756
$1.99K ﹤0.01%
31
+2
757
$1.99K ﹤0.01%
4
758
$1.98K ﹤0.01%
94
+69
759
$1.97K ﹤0.01%
16
760
$1.97K ﹤0.01%
9
-1
761
$1.96K ﹤0.01%
20
762
$1.96K ﹤0.01%
15
-1
763
$1.96K ﹤0.01%
25
+1
764
$1.95K ﹤0.01%
23
765
$1.95K ﹤0.01%
18
+3
766
$1.95K ﹤0.01%
24
767
$1.95K ﹤0.01%
+200
768
$1.95K ﹤0.01%
21
-7
769
$1.94K ﹤0.01%
16
+8
770
$1.93K ﹤0.01%
10
771
$1.92K ﹤0.01%
+444
772
$1.91K ﹤0.01%
117
+2
773
$1.91K ﹤0.01%
73
-3
774
$1.91K ﹤0.01%
13
+8
775
$1.91K ﹤0.01%
32
29 30
31
32 33