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
$367M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,651
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$4.58M
3
+$1.68M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.49M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$998K

Top Sells

1
+$760K
2
+$630K
3
+$583K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$377K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$229K

Sector Composition

1 Consumer Staples 6.79%
2 Technology 4.41%
3 Healthcare 2.85%
4 Consumer Discretionary 1.96%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.29K ﹤0.01%
7
+1
777
$1.28K ﹤0.01%
47
-1
778
$1.28K ﹤0.01%
24
-4
779
$1.28K ﹤0.01%
9
+1
780
$1.28K ﹤0.01%
5
-2
781
$1.27K ﹤0.01%
8
+1
782
$1.27K ﹤0.01%
4
+1
783
$1.27K ﹤0.01%
6
-11
784
$1.27K ﹤0.01%
31
+6
785
$1.27K ﹤0.01%
37
-31
786
$1.27K ﹤0.01%
117
-57
787
$1.26K ﹤0.01%
22
+5
788
$1.26K ﹤0.01%
24
-5
789
$1.26K ﹤0.01%
16
+2
790
$1.26K ﹤0.01%
34
-12
791
$1.25K ﹤0.01%
8
+1
792
$1.25K ﹤0.01%
16
-7
793
$1.25K ﹤0.01%
18
-5
794
$1.25K ﹤0.01%
21
+6
795
$1.24K ﹤0.01%
16
-3
796
$1.24K ﹤0.01%
13
797
$1.24K ﹤0.01%
6
-4
798
$1.24K ﹤0.01%
8
+2
799
$1.24K ﹤0.01%
13
-2
800
$1.23K ﹤0.01%
44
30 31
32
33 34