SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
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 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
+6
827
$1K ﹤0.01%
+39
828
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+31
829
$1K ﹤0.01%
+22
830
$1K ﹤0.01%
+10
831
$1K ﹤0.01%
+6
832
$1K ﹤0.01%
+16
833
$1K ﹤0.01%
+7
834
$1K ﹤0.01%
+12
835
$1K ﹤0.01%
+3
836
$1K ﹤0.01%
+45
837
$1K ﹤0.01%
+6
838
$1K ﹤0.01%
+18
839
$1K ﹤0.01%
+29
840
$1K ﹤0.01%
+5
841
$1K ﹤0.01%
+10
842
$1K ﹤0.01%
+49
843
$1K ﹤0.01%
+30
844
$1K ﹤0.01%
+30
845
$1K ﹤0.01%
+46
846
$1K ﹤0.01%
+20
847
$1K ﹤0.01%
+7
848
$1K ﹤0.01%
+46
849
$1K ﹤0.01%
+19
850
$1K ﹤0.01%
+10
32 33
34
35 36