We are live on ! Find out more
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
801
$2.27K ﹤0.01%
25
802
$2.26K ﹤0.01%
80
803
$2.26K ﹤0.01%
+51
804
$2.25K ﹤0.01%
+132
805
$2.2K ﹤0.01%
34
806
$2.18K ﹤0.01%
18
807
$2.15K ﹤0.01%
5
808
$2.15K ﹤0.01%
400
809
$2.14K ﹤0.01%
+40
810
$2.14K ﹤0.01%
238
811
$2.13K ﹤0.01%
18
812
$2.13K ﹤0.01%
+151
813
$2.1K ﹤0.01%
6
-1
814
$2.1K ﹤0.01%
5
-1
815
$2.08K ﹤0.01%
+613
816
$2.07K ﹤0.01%
21
817
$2.07K ﹤0.01%
8
818
$2.06K ﹤0.01%
55
819
$2.06K ﹤0.01%
4
820
$2.05K ﹤0.01%
25
821
$2K ﹤0.01%
4
822
$1.99K ﹤0.01%
16
823
$1.98K ﹤0.01%
19
824
$1.97K ﹤0.01%
4
+1
825
$1.97K ﹤0.01%
7
31 32
33
34 35