SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
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 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1K ﹤0.01%
+55
952
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+36
953
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+3
954
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+5
955
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+14
956
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+44
957
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+14
958
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+12
959
$1K ﹤0.01%
+28
960
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+61
961
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+12
962
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963
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964
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965
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+37
966
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+16
967
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+26
968
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+9
969
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+14
970
$1K ﹤0.01%
+24
971
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+8
972
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+22
973
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+7
974
$1K ﹤0.01%
+20
975
$1K ﹤0.01%
+25
37 38
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40 41