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
876
$1.52K ﹤0.01%
23
877
$1.51K ﹤0.01%
35
-1
878
$1.51K ﹤0.01%
16
879
$1.5K ﹤0.01%
+165
880
$1.5K ﹤0.01%
13
-1
881
$1.5K ﹤0.01%
120
882
$1.5K ﹤0.01%
11
883
$1.49K ﹤0.01%
26
+5
884
$1.49K ﹤0.01%
34
+4
885
$1.49K ﹤0.01%
19
-1
886
$1.49K ﹤0.01%
29
887
$1.48K ﹤0.01%
34
+6
888
$1.47K ﹤0.01%
4
889
$1.46K ﹤0.01%
17
-1
890
$1.46K ﹤0.01%
50
+41
891
$1.46K ﹤0.01%
19
-6
892
$1.46K ﹤0.01%
7
+1
893
$1.46K ﹤0.01%
6
+1
894
$1.45K ﹤0.01%
21
+3
895
$1.45K ﹤0.01%
49
+10
896
$1.45K ﹤0.01%
17
897
$1.44K ﹤0.01%
15
-2
898
$1.43K ﹤0.01%
17
+5
899
$1.43K ﹤0.01%
17
900
$1.43K ﹤0.01%
41
-15
34 35
36
37 38