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
$296M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$19.8M
3
+$14.7M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$12M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.08M

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 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1K ﹤0.01%
+28
902
$1K ﹤0.01%
+61
903
$1K ﹤0.01%
+12
904
$1K ﹤0.01%
+10
905
$1K ﹤0.01%
+8
906
$1K ﹤0.01%
+8
907
$1K ﹤0.01%
+37
908
$1K ﹤0.01%
+16
909
$1K ﹤0.01%
+26
910
$1K ﹤0.01%
+9
911
$1K ﹤0.01%
+14
912
$1K ﹤0.01%
+24
913
$1K ﹤0.01%
+8
914
$1K ﹤0.01%
+22
915
$1K ﹤0.01%
+7
916
$1K ﹤0.01%
+20
917
$1K ﹤0.01%
+25
918
$1K ﹤0.01%
+19
919
$1K ﹤0.01%
+17
920
$1K ﹤0.01%
+56
921
$1K ﹤0.01%
+11
922
$1K ﹤0.01%
+21
923
$1K ﹤0.01%
+37
924
$1K ﹤0.01%
+4
925
$1K ﹤0.01%
+13
35 36
37
38 39