SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
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 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
+15
777
$1K ﹤0.01%
+26
778
$1K ﹤0.01%
+27
779
$1K ﹤0.01%
+16
780
$1K ﹤0.01%
+12
781
$1K ﹤0.01%
+1
782
$1K ﹤0.01%
+7
783
$1K ﹤0.01%
+43
784
$1K ﹤0.01%
+15
785
$1K ﹤0.01%
+30
786
$1K ﹤0.01%
+43
787
$1K ﹤0.01%
+23
788
$1K ﹤0.01%
+3
789
$1K ﹤0.01%
+15
790
$1K ﹤0.01%
+7
791
$1K ﹤0.01%
+107
792
$1K ﹤0.01%
+41
793
$1K ﹤0.01%
+16
794
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+10
795
$1K ﹤0.01%
+34
796
$1K ﹤0.01%
+33
797
$1K ﹤0.01%
+147
798
$1K ﹤0.01%
+18
799
$1K ﹤0.01%
+7
800
$1K ﹤0.01%
+16
30 31
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