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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
751
$3.24K ﹤0.01%
27
+5
752
$3.22K ﹤0.01%
15
753
$3.22K ﹤0.01%
16
+6
754
$3.21K ﹤0.01%
14
-32
755
$3.2K ﹤0.01%
24
756
$3.12K ﹤0.01%
28
+21
757
$3.06K ﹤0.01%
18
-2
758
$3.05K ﹤0.01%
5
759
$3.02K ﹤0.01%
38
-1
760
$3.01K ﹤0.01%
29
+22
761
$3K ﹤0.01%
61
+39
762
$2.95K ﹤0.01%
7
763
$2.91K ﹤0.01%
318
+5
764
$2.89K ﹤0.01%
595
+593
765
$2.88K ﹤0.01%
49
766
$2.85K ﹤0.01%
29
767
$2.84K ﹤0.01%
72
768
$2.83K ﹤0.01%
5
769
$2.79K ﹤0.01%
34
770
$2.78K ﹤0.01%
+19
771
$2.74K ﹤0.01%
6
772
$2.72K ﹤0.01%
8
+1
773
$2.7K ﹤0.01%
11
774
$2.69K ﹤0.01%
36
+21
775
$2.68K ﹤0.01%
16
29 30
31
32 33