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
851
$1.59K ﹤0.01%
29
-1
852
$1.59K ﹤0.01%
27
+16
853
$1.58K ﹤0.01%
46
-3
854
$1.58K ﹤0.01%
6
855
$1.58K ﹤0.01%
37
-3
856
$1.58K ﹤0.01%
95
+9
857
$1.57K ﹤0.01%
24
-3
858
$1.57K ﹤0.01%
14
-1
859
$1.57K ﹤0.01%
31
+2
860
$1.57K ﹤0.01%
32
-2
861
$1.57K ﹤0.01%
36
+7
862
$1.57K ﹤0.01%
55
+2
863
$1.56K ﹤0.01%
36
-2
864
$1.56K ﹤0.01%
+194
865
$1.56K ﹤0.01%
24
866
$1.56K ﹤0.01%
35
-2
867
$1.55K ﹤0.01%
+152
868
$1.55K ﹤0.01%
5
869
$1.55K ﹤0.01%
6
870
$1.55K ﹤0.01%
71
+9
871
$1.55K ﹤0.01%
34
-2
872
$1.54K ﹤0.01%
41
-1
873
$1.54K ﹤0.01%
15
874
$1.54K ﹤0.01%
12
+2
875
$1.52K ﹤0.01%
38
+2
33 34
35
36 37