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
951
$1.25K ﹤0.01%
19
+1
952
$1.25K ﹤0.01%
25
-3
953
$1.24K ﹤0.01%
10
954
$1.24K ﹤0.01%
17
955
$1.24K ﹤0.01%
10
+7
956
$1.23K ﹤0.01%
16
-1
957
$1.23K ﹤0.01%
29
958
$1.22K ﹤0.01%
47
+13
959
$1.22K ﹤0.01%
7
960
$1.22K ﹤0.01%
14
-1
961
$1.22K ﹤0.01%
34
962
$1.21K ﹤0.01%
13
+1
963
$1.21K ﹤0.01%
6
964
$1.21K ﹤0.01%
51
965
$1.21K ﹤0.01%
24
-2
966
$1.21K ﹤0.01%
9
967
$1.21K ﹤0.01%
13
-1
968
$1.2K ﹤0.01%
69
969
$1.2K ﹤0.01%
31
970
$1.2K ﹤0.01%
6
+2
971
$1.2K ﹤0.01%
17
+2
972
$1.19K ﹤0.01%
23
+2
973
$1.19K ﹤0.01%
74
974
$1.19K ﹤0.01%
21
+6
975
$1.18K ﹤0.01%
19
37 38
39
40 41