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
901
$1.42K ﹤0.01%
57
+4
902
$1.41K ﹤0.01%
25
+3
903
$1.4K ﹤0.01%
21
-1
904
$1.4K ﹤0.01%
28
+5
905
$1.39K ﹤0.01%
6
906
$1.39K ﹤0.01%
48
907
$1.39K ﹤0.01%
7
908
$1.39K ﹤0.01%
27
+2
909
$1.39K ﹤0.01%
9
910
$1.39K ﹤0.01%
14
+2
911
$1.39K ﹤0.01%
28
+5
912
$1.38K ﹤0.01%
31
+3
913
$1.38K ﹤0.01%
45
+1
914
$1.37K ﹤0.01%
18
+3
915
$1.36K ﹤0.01%
47
+3
916
$1.36K ﹤0.01%
6
+3
917
$1.35K ﹤0.01%
21
+9
918
$1.35K ﹤0.01%
12
+5
919
$1.35K ﹤0.01%
41
+5
920
$1.35K ﹤0.01%
8
-1
921
$1.33K ﹤0.01%
19
+3
922
$1.32K ﹤0.01%
4
923
$1.32K ﹤0.01%
40
924
$1.32K ﹤0.01%
51
-4
925
$1.31K ﹤0.01%
15
35 36
37
38 39