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
851
$1K ﹤0.01%
+11
852
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853
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854
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855
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856
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857
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858
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859
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860
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861
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862
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864
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865
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866
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867
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868
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869
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+16
870
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+12
871
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+11
872
$1K ﹤0.01%
+7
873
$1K ﹤0.01%
+145
874
$1K ﹤0.01%
+14
875
$1K ﹤0.01%
+7
33 34
35
36 37