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
776
$1K ﹤0.01%
+44
777
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+14
778
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779
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780
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781
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782
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+50
783
$1K ﹤0.01%
+22
784
$1K ﹤0.01%
+66
785
$1K ﹤0.01%
+5
786
$1K ﹤0.01%
+9
787
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788
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789
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790
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791
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792
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793
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794
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+31
795
$1K ﹤0.01%
+22
796
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+10
797
$1K ﹤0.01%
+6
798
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+16
799
$1K ﹤0.01%
+7
800
$1K ﹤0.01%
+12
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