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
901
$983 ﹤0.01%
9
-1
902
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903
$979 ﹤0.01%
28
904
$976 ﹤0.01%
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-29
905
$975 ﹤0.01%
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+1
906
$975 ﹤0.01%
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+1
907
$975 ﹤0.01%
5
+1
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$974 ﹤0.01%
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909
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913
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914
$960 ﹤0.01%
31
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915
$959 ﹤0.01%
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917
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+22
918
$953 ﹤0.01%
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+3
919
$934 ﹤0.01%
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920
$932 ﹤0.01%
25
921
$930 ﹤0.01%
63
-1
922
$928 ﹤0.01%
16
+1
923
$925 ﹤0.01%
9
-7
924
$924 ﹤0.01%
10
+2
925
$924 ﹤0.01%
11
-2
35 36
37
38 39