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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
$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
901
$1K ﹤0.01%
+3
902
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903
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904
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+44
905
$1K ﹤0.01%
+14
906
$1K ﹤0.01%
+12
907
$1K ﹤0.01%
+28
908
$1K ﹤0.01%
+61
909
$1K ﹤0.01%
+10
910
$1K ﹤0.01%
+8
911
$1K ﹤0.01%
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912
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913
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+9
914
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+14
915
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+20
916
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917
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918
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919
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+56
920
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+11
921
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+21
922
$1K ﹤0.01%
+13
923
$1K ﹤0.01%
+13
924
$1K ﹤0.01%
+34
925
$1K ﹤0.01%
+9
35 36
37
38 39