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
$501M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,699
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$3.79M
3
+$2.14M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$2.04M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.72M

Top Sells

1
+$737K
2
+$660K
3
+$387K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$282K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$257K

Sector Composition

1 Consumer Staples 4.93%
2 Technology 4.8%
3 Healthcare 3.71%
4 Consumer Discretionary 1.44%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.9K ﹤0.01%
24
777
$1.9K ﹤0.01%
96
-1
778
$1.89K ﹤0.01%
22
+5
779
$1.89K ﹤0.01%
4
780
$1.89K ﹤0.01%
18
+2
781
$1.88K ﹤0.01%
32
+9
782
$1.88K ﹤0.01%
18
783
$1.88K ﹤0.01%
34
+5
784
$1.87K ﹤0.01%
15
785
$1.87K ﹤0.01%
15
786
$1.85K ﹤0.01%
29
+3
787
$1.85K ﹤0.01%
6
788
$1.84K ﹤0.01%
51
-2
789
$1.84K ﹤0.01%
12
+2
790
$1.84K ﹤0.01%
7
791
$1.84K ﹤0.01%
63
792
$1.83K ﹤0.01%
307
793
$1.83K ﹤0.01%
+412
794
$1.83K ﹤0.01%
39
+3
795
$1.82K ﹤0.01%
22
796
$1.81K ﹤0.01%
61
797
$1.81K ﹤0.01%
17
+1
798
$1.81K ﹤0.01%
6
+2
799
$1.8K ﹤0.01%
18
800
$1.79K ﹤0.01%
1
-1
30 31
32
33 34