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SIC

SJS Investment Consulting Portfolio holdings

AUM $819M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$731M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,705
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$6.18M
3
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

1
+$1.5M
2
+$1.27M
3
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2.64K ﹤0.01%
17
777
$2.62K ﹤0.01%
12
778
$2.6K ﹤0.01%
138
779
$2.6K ﹤0.01%
9
-1
780
$2.59K ﹤0.01%
29
781
$2.59K ﹤0.01%
33
782
$2.55K ﹤0.01%
27
-2
783
$2.54K ﹤0.01%
+170
784
$2.54K ﹤0.01%
50
785
$2.52K ﹤0.01%
51
786
$2.51K ﹤0.01%
18
787
$2.5K ﹤0.01%
7
+2
788
$2.48K ﹤0.01%
+218
789
$2.48K ﹤0.01%
217
-1,513
790
$2.48K ﹤0.01%
100
791
$2.44K ﹤0.01%
42
792
$2.42K ﹤0.01%
7
793
$2.42K ﹤0.01%
14
794
$2.39K ﹤0.01%
+136
795
$2.38K ﹤0.01%
5
796
$2.36K ﹤0.01%
15
797
$2.35K ﹤0.01%
4
798
$2.3K ﹤0.01%
7
799
$2.29K ﹤0.01%
12
800
$2.27K ﹤0.01%
47
30 31
32
33 34