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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
876
$1.64K ﹤0.01%
13
877
$1.64K ﹤0.01%
10
878
$1.62K ﹤0.01%
15
879
$1.6K ﹤0.01%
+459
880
$1.6K ﹤0.01%
212
881
$1.6K ﹤0.01%
15
+3
882
$1.59K ﹤0.01%
17
883
$1.59K ﹤0.01%
8
+1
884
$1.58K ﹤0.01%
19
885
$1.57K ﹤0.01%
3
886
$1.56K ﹤0.01%
25
-9
887
$1.56K ﹤0.01%
20
888
$1.55K ﹤0.01%
21
+2
889
$1.53K ﹤0.01%
13
890
$1.53K ﹤0.01%
19
891
$1.53K ﹤0.01%
48
892
$1.52K ﹤0.01%
12
893
$1.52K ﹤0.01%
+8
894
$1.52K ﹤0.01%
18
895
$1.52K ﹤0.01%
105
896
$1.51K ﹤0.01%
12
897
$1.5K ﹤0.01%
5
898
$1.5K ﹤0.01%
+13
899
$1.5K ﹤0.01%
1
900
$1.5K ﹤0.01%
3
-1
34 35
36
37 38