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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
826
$1.96K ﹤0.01%
50
827
$1.96K ﹤0.01%
334
828
$1.96K ﹤0.01%
50
829
$1.95K ﹤0.01%
11
830
$1.94K ﹤0.01%
200
831
$1.94K ﹤0.01%
89
832
$1.93K ﹤0.01%
23
-200
833
$1.93K ﹤0.01%
165
834
$1.92K ﹤0.01%
+200
835
$1.92K ﹤0.01%
19
836
$1.92K ﹤0.01%
9
+1
837
$1.91K ﹤0.01%
18
-3
838
$1.91K ﹤0.01%
1
839
$1.91K ﹤0.01%
7
840
$1.91K ﹤0.01%
9
841
$1.91K ﹤0.01%
8
842
$1.89K ﹤0.01%
3
843
$1.88K ﹤0.01%
10
844
$1.88K ﹤0.01%
101
845
$1.88K ﹤0.01%
23
+7
846
$1.88K ﹤0.01%
483
847
$1.87K ﹤0.01%
288
848
$1.87K ﹤0.01%
6
849
$1.85K ﹤0.01%
14
850
$1.85K ﹤0.01%
17
32 33
34
35 36