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
826
$1.67K ﹤0.01%
31
-7
827
$1.67K ﹤0.01%
36
828
$1.67K ﹤0.01%
14
829
$1.66K ﹤0.01%
45
830
$1.66K ﹤0.01%
22
-1
831
$1.66K ﹤0.01%
29
-15
832
$1.66K ﹤0.01%
45
+8
833
$1.66K ﹤0.01%
19
+3
834
$1.65K ﹤0.01%
10
835
$1.65K ﹤0.01%
63
+6
836
$1.64K ﹤0.01%
143
837
$1.64K ﹤0.01%
20
+2
838
$1.64K ﹤0.01%
17
+1
839
$1.64K ﹤0.01%
5
+2
840
$1.64K ﹤0.01%
+37
841
$1.64K ﹤0.01%
15
-2
842
$1.64K ﹤0.01%
27
+4
843
$1.64K ﹤0.01%
12
-1
844
$1.63K ﹤0.01%
19
845
$1.62K ﹤0.01%
50
-6
846
$1.62K ﹤0.01%
17
847
$1.62K ﹤0.01%
26
+2
848
$1.61K ﹤0.01%
42
+17
849
$1.61K ﹤0.01%
48
850
$1.6K ﹤0.01%
32
+11
32 33
34
35 36