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
801
$1.23K ﹤0.01%
11
+2
802
$1.23K ﹤0.01%
17
-5
803
$1.23K ﹤0.01%
14
+1
804
$1.22K ﹤0.01%
28
+3
805
$1.22K ﹤0.01%
14
-18
806
$1.22K ﹤0.01%
27
807
$1.22K ﹤0.01%
12
+2
808
$1.22K ﹤0.01%
4
-2
809
$1.21K ﹤0.01%
9
-2
810
$1.21K ﹤0.01%
6
811
$1.21K ﹤0.01%
14
-2
812
$1.21K ﹤0.01%
12
+3
813
$1.21K ﹤0.01%
7
-6
814
$1.21K ﹤0.01%
90
+22
815
$1.21K ﹤0.01%
53
+12
816
$1.2K ﹤0.01%
30
+5
817
$1.2K ﹤0.01%
17
+3
818
$1.2K ﹤0.01%
45
+7
819
$1.2K ﹤0.01%
4
820
$1.2K ﹤0.01%
10
-2
821
$1.19K ﹤0.01%
22
+4
822
$1.19K ﹤0.01%
10
823
$1.19K ﹤0.01%
11
+2
824
$1.18K ﹤0.01%
19
825
$1.18K ﹤0.01%
61
31 32
33
34 35