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
+$188M
2
+$21M
3
+$15M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$13.5M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.96M

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%
+36
777
$1K ﹤0.01%
+3
778
$1K ﹤0.01%
+8
779
$1K ﹤0.01%
+37
780
$1K ﹤0.01%
+16
781
$1K ﹤0.01%
+26
782
$1K ﹤0.01%
+24
783
$1K ﹤0.01%
+8
784
$1K ﹤0.01%
+22
785
$1K ﹤0.01%
+7
786
$1K ﹤0.01%
+20
787
$1K ﹤0.01%
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788
$1K ﹤0.01%
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789
$1K ﹤0.01%
+21
790
$1K ﹤0.01%
+37
791
$1K ﹤0.01%
+4
792
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793
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794
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+45
795
$1K ﹤0.01%
+46
796
$1K ﹤0.01%
+1
797
$1K ﹤0.01%
+3
798
$1K ﹤0.01%
+28
799
$1K ﹤0.01%
+6
800
$1K ﹤0.01%
+7
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