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
826
$1.18K ﹤0.01%
20
827
$1.18K ﹤0.01%
12
+2
828
$1.18K ﹤0.01%
28
+2
829
$1.17K ﹤0.01%
33
-8
830
$1.16K ﹤0.01%
5
-1
831
$1.16K ﹤0.01%
22
+4
832
$1.16K ﹤0.01%
19
-3
833
$1.15K ﹤0.01%
15
-2
834
$1.15K ﹤0.01%
20
+3
835
$1.15K ﹤0.01%
21
836
$1.15K ﹤0.01%
41
-1
837
$1.15K ﹤0.01%
23
-1
838
$1.14K ﹤0.01%
29
-8
839
$1.14K ﹤0.01%
22
-17
840
$1.13K ﹤0.01%
5
+3
841
$1.13K ﹤0.01%
91
+19
842
$1.13K ﹤0.01%
47
-14
843
$1.13K ﹤0.01%
14
-2
844
$1.13K ﹤0.01%
29
+4
845
$1.13K ﹤0.01%
15
+5
846
$1.12K ﹤0.01%
27
-54
847
$1.12K ﹤0.01%
5
-11
848
$1.12K ﹤0.01%
17
+8
849
$1.12K ﹤0.01%
14
-32
850
$1.12K ﹤0.01%
16
-1
32 33
34
35 36