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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
901
$1.49K ﹤0.01%
18
902
$1.49K ﹤0.01%
6
-1
903
$1.47K ﹤0.01%
9
904
$1.47K ﹤0.01%
21
905
$1.46K ﹤0.01%
4
906
$1.45K ﹤0.01%
27
+7
907
$1.45K ﹤0.01%
22
-1
908
$1.45K ﹤0.01%
17
909
$1.44K ﹤0.01%
25
910
$1.44K ﹤0.01%
37
911
$1.42K ﹤0.01%
11
912
$1.42K ﹤0.01%
35
+1
913
$1.4K ﹤0.01%
8
914
$1.4K ﹤0.01%
6
915
$1.39K ﹤0.01%
16
916
$1.38K ﹤0.01%
4
917
$1.37K ﹤0.01%
21
918
$1.37K ﹤0.01%
10
-1
919
$1.36K ﹤0.01%
33
920
$1.36K ﹤0.01%
127
-63
921
$1.35K ﹤0.01%
11
922
$1.35K ﹤0.01%
9
923
$1.34K ﹤0.01%
16
924
$1.33K ﹤0.01%
8
925
$1.33K ﹤0.01%
+11
35 36
37
38 39