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
$296M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$19.8M
3
+$14.7M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$12M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.08M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 9.04%
2 Technology 3.96%
3 Healthcare 3.07%
4 Consumer Discretionary 2.65%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
+7
827
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+20
828
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+5
829
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+5
830
$1K ﹤0.01%
+37
831
$1K ﹤0.01%
+44
832
$1K ﹤0.01%
+16
833
$1K ﹤0.01%
+12
834
$1K ﹤0.01%
+11
835
$1K ﹤0.01%
+7
836
$1K ﹤0.01%
+145
837
$1K ﹤0.01%
+14
838
$1K ﹤0.01%
+7
839
$1K ﹤0.01%
+44
840
$1K ﹤0.01%
+13
841
$1K ﹤0.01%
+8
842
$1K ﹤0.01%
+7
843
$1K ﹤0.01%
+8
844
$1K ﹤0.01%
+34
845
$1K ﹤0.01%
+4
846
$1K ﹤0.01%
+4
847
$1K ﹤0.01%
+10
848
$1K ﹤0.01%
+32
849
$1K ﹤0.01%
+3
850
$1K ﹤0.01%
+25
32 33
34
35 36