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
926
$922 ﹤0.01%
17
-2
927
$922 ﹤0.01%
6
-13
928
$919 ﹤0.01%
10
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929
$913 ﹤0.01%
8
930
$912 ﹤0.01%
36
+6
931
$911 ﹤0.01%
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932
$910 ﹤0.01%
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933
$909 ﹤0.01%
4
934
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935
$899 ﹤0.01%
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$898 ﹤0.01%
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+4
938
$889 ﹤0.01%
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939
$884 ﹤0.01%
87
+30
940
$881 ﹤0.01%
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$879 ﹤0.01%
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$878 ﹤0.01%
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943
$876 ﹤0.01%
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-22
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$875 ﹤0.01%
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+1
945
$873 ﹤0.01%
6
-5
946
$872 ﹤0.01%
40
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947
$869 ﹤0.01%
20
-9
948
$866 ﹤0.01%
17
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949
$861 ﹤0.01%
29
-502
950
$858 ﹤0.01%
17
-2
36 37
38
39 40