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
$296M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$19.8M
3
+$14.7M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$12M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.08M

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 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1K ﹤0.01%
+11
927
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+13
928
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+13
929
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+34
930
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+45
931
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+46
932
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+1
933
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+3
934
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+28
935
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+6
936
$1K ﹤0.01%
+9
937
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938
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+9
939
$1K ﹤0.01%
+13
940
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+7
941
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+11
942
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+18
943
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+22
944
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+10
945
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+23
946
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+15
947
$1K ﹤0.01%
+3
948
$1K ﹤0.01%
+5
949
$1K ﹤0.01%
+18
950
$1K ﹤0.01%
+3
36 37
38
39 40