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
951
$856 ﹤0.01%
14
-5
952
$856 ﹤0.01%
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953
$855 ﹤0.01%
10
+3
954
$855 ﹤0.01%
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955
$855 ﹤0.01%
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-9
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60
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963
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965
$829 ﹤0.01%
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-1
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+13
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$822 ﹤0.01%
12
-5
971
$822 ﹤0.01%
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-7
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$821 ﹤0.01%
5
+1
973
$821 ﹤0.01%
15
-32
974
$819 ﹤0.01%
23
+5
975
$816 ﹤0.01%
6
-1
37 38
39
40 41