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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
851
$1.84K ﹤0.01%
135
+2
852
$1.83K ﹤0.01%
17
853
$1.79K ﹤0.01%
1
854
$1.79K ﹤0.01%
6
855
$1.78K ﹤0.01%
20
856
$1.76K ﹤0.01%
28
+5
857
$1.74K ﹤0.01%
330
858
$1.74K ﹤0.01%
4
859
$1.73K ﹤0.01%
8
860
$1.72K ﹤0.01%
7
861
$1.72K ﹤0.01%
12
862
$1.71K ﹤0.01%
19
863
$1.7K ﹤0.01%
4
864
$1.7K ﹤0.01%
129
865
$1.69K ﹤0.01%
31
866
$1.68K ﹤0.01%
23
+3
867
$1.68K ﹤0.01%
19
868
$1.68K ﹤0.01%
25
-2
869
$1.67K ﹤0.01%
16
870
$1.66K ﹤0.01%
12
871
$1.66K ﹤0.01%
9
872
$1.66K ﹤0.01%
96
+8
873
$1.65K ﹤0.01%
86
874
$1.65K ﹤0.01%
17
875
$1.65K ﹤0.01%
42
-3
33 34
35
36 37