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
926
$1.3K ﹤0.01%
80
927
$1.3K ﹤0.01%
40
-60
928
$1.29K ﹤0.01%
+23
929
$1.29K ﹤0.01%
26
-2
930
$1.29K ﹤0.01%
20
931
$1.29K ﹤0.01%
14
+7
932
$1.28K ﹤0.01%
12
933
$1.28K ﹤0.01%
54
934
$1.28K ﹤0.01%
28
935
$1.28K ﹤0.01%
64
+44
936
$1.28K ﹤0.01%
6
937
$1.28K ﹤0.01%
14
-1
938
$1.28K ﹤0.01%
3
939
$1.27K ﹤0.01%
16
-3
940
$1.27K ﹤0.01%
20
-2
941
$1.27K ﹤0.01%
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942
$1.27K ﹤0.01%
35
+4
943
$1.27K ﹤0.01%
17
944
$1.27K ﹤0.01%
24
+4
945
$1.27K ﹤0.01%
13
+2
946
$1.27K ﹤0.01%
13
947
$1.26K ﹤0.01%
11
+1
948
$1.26K ﹤0.01%
20
-3
949
$1.25K ﹤0.01%
43
-3
950
$1.25K ﹤0.01%
40
36 37
38
39 40