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
+$188M
2
+$21M
3
+$15M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$13.5M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.96M

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
876
$1K ﹤0.01%
+14
877
$1K ﹤0.01%
+12
878
$1K ﹤0.01%
+28
879
$1K ﹤0.01%
+61
880
$1K ﹤0.01%
+12
881
$1K ﹤0.01%
+10
882
$1K ﹤0.01%
+8
883
$1K ﹤0.01%
+9
884
$1K ﹤0.01%
+14
885
$1K ﹤0.01%
+17
886
$1K ﹤0.01%
+56
887
$1K ﹤0.01%
+11
888
$1K ﹤0.01%
+13
889
$1K ﹤0.01%
+13
890
$1K ﹤0.01%
+34
891
$1K ﹤0.01%
+9
892
$1K ﹤0.01%
+14
893
$1K ﹤0.01%
+9
894
$1K ﹤0.01%
+13
895
$1K ﹤0.01%
+23
896
$1K ﹤0.01%
+15
897
$1K ﹤0.01%
+3
898
$1K ﹤0.01%
+5
899
$1K ﹤0.01%
+18
900
$1K ﹤0.01%
+3
34 35
36
37 38