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
801
$1.79K ﹤0.01%
128
+28
802
$1.78K ﹤0.01%
31
803
$1.77K ﹤0.01%
25
804
$1.77K ﹤0.01%
11
+7
805
$1.76K ﹤0.01%
110
+100
806
$1.75K ﹤0.01%
6
-1
807
$1.75K ﹤0.01%
78
-3
808
$1.75K ﹤0.01%
12
+4
809
$1.75K ﹤0.01%
+322
810
$1.74K ﹤0.01%
19
811
$1.74K ﹤0.01%
12
812
$1.74K ﹤0.01%
3
-3
813
$1.72K ﹤0.01%
13
-2
814
$1.72K ﹤0.01%
4
815
$1.71K ﹤0.01%
29
816
$1.71K ﹤0.01%
9
-2
817
$1.71K ﹤0.01%
14
-1
818
$1.7K ﹤0.01%
13
+3
819
$1.7K ﹤0.01%
16
+2
820
$1.7K ﹤0.01%
11
-1
821
$1.7K ﹤0.01%
+140
822
$1.69K ﹤0.01%
19
-3
823
$1.69K ﹤0.01%
33
+3
824
$1.68K ﹤0.01%
10
+2
825
$1.67K ﹤0.01%
16
31 32
33
34 35