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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
926
$1.32K ﹤0.01%
34
927
$1.32K ﹤0.01%
1
928
$1.31K ﹤0.01%
12
+1
929
$1.31K ﹤0.01%
9
930
$1.31K ﹤0.01%
38
+8
931
$1.31K ﹤0.01%
5
932
$1.3K ﹤0.01%
14
933
$1.29K ﹤0.01%
15
+6
934
$1.28K ﹤0.01%
174
935
$1.28K ﹤0.01%
38
-4
936
$1.27K ﹤0.01%
5
937
$1.27K ﹤0.01%
5
-1
938
$1.27K ﹤0.01%
11
939
$1.26K ﹤0.01%
22
940
$1.25K ﹤0.01%
19
941
$1.25K ﹤0.01%
31
+4
942
$1.24K ﹤0.01%
74
-125
943
$1.24K ﹤0.01%
9
+6
944
$1.23K ﹤0.01%
16
945
$1.23K ﹤0.01%
6
946
$1.23K ﹤0.01%
+50
947
$1.22K ﹤0.01%
203
948
$1.22K ﹤0.01%
7
949
$1.22K ﹤0.01%
12
950
$1.21K ﹤0.01%
+20
36 37
38
39 40