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
876
$1.05K ﹤0.01%
13
+3
877
$1.04K ﹤0.01%
14
+2
878
$1.04K ﹤0.01%
99
-26
879
$1.03K ﹤0.01%
122
-2
880
$1.03K ﹤0.01%
16
-8
881
$1.03K ﹤0.01%
13
+3
882
$1.03K ﹤0.01%
8
-2
883
$1.02K ﹤0.01%
28
-2
884
$1.02K ﹤0.01%
45
885
$1.02K ﹤0.01%
29
-4
886
$1.01K ﹤0.01%
13
+3
887
$1.01K ﹤0.01%
16
888
$1.01K ﹤0.01%
5
-1
889
$1.01K ﹤0.01%
12
890
$1.01K ﹤0.01%
16
+2
891
$1.01K ﹤0.01%
47
+25
892
$1K ﹤0.01%
28
-1
893
$1K ﹤0.01%
10
-1
894
$1K ﹤0.01%
2
895
$1K ﹤0.01%
36
-7
896
$995 ﹤0.01%
157
+1
897
$992 ﹤0.01%
14
+1
898
$991 ﹤0.01%
20
+1
899
$990 ﹤0.01%
3
900
$990 ﹤0.01%
5
+1
34 35
36
37 38