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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
926
$1K ﹤0.01%
+14
927
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+9
928
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+13
929
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+7
930
$1K ﹤0.01%
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931
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+18
932
$1K ﹤0.01%
+10
933
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+23
934
$1K ﹤0.01%
+15
935
$1K ﹤0.01%
+3
936
$1K ﹤0.01%
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937
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938
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939
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+33
940
$1K ﹤0.01%
+13
941
$1K ﹤0.01%
+19
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$1K ﹤0.01%
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943
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+56
944
$1K ﹤0.01%
+35
945
$1K ﹤0.01%
+51
946
$1K ﹤0.01%
+10
947
$1K ﹤0.01%
+11
948
$1K ﹤0.01%
+22
949
$1K ﹤0.01%
+5
950
$1K ﹤0.01%
+46
36 37
38
39 40