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
851
$1.11K ﹤0.01%
14
-3
852
$1.11K ﹤0.01%
23
+6
853
$1.11K ﹤0.01%
6
854
$1.1K ﹤0.01%
20
-3
855
$1.1K ﹤0.01%
13
+3
856
$1.1K ﹤0.01%
28
+4
857
$1.1K ﹤0.01%
13
-11
858
$1.1K ﹤0.01%
12
+2
859
$1.09K ﹤0.01%
3
860
$1.09K ﹤0.01%
8
+1
861
$1.09K ﹤0.01%
24
862
$1.08K ﹤0.01%
25
+6
863
$1.08K ﹤0.01%
34
864
$1.08K ﹤0.01%
20
-8
865
$1.07K ﹤0.01%
55
+5
866
$1.07K ﹤0.01%
8
+1
867
$1.06K ﹤0.01%
34
+7
868
$1.06K ﹤0.01%
17
+3
869
$1.06K ﹤0.01%
15
+1
870
$1.06K ﹤0.01%
14
-20
871
$1.06K ﹤0.01%
40
872
$1.06K ﹤0.01%
21
-52
873
$1.05K ﹤0.01%
10
-10
874
$1.05K ﹤0.01%
1
875
$1.05K ﹤0.01%
25
-5
33 34
35
36 37