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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
951
$1.21K ﹤0.01%
62
952
$1.2K ﹤0.01%
6
-1
953
$1.2K ﹤0.01%
+19
954
$1.19K ﹤0.01%
5
955
$1.19K ﹤0.01%
46
956
$1.19K ﹤0.01%
100
957
$1.19K ﹤0.01%
13
958
$1.19K ﹤0.01%
4
959
$1.19K ﹤0.01%
14
960
$1.19K ﹤0.01%
6
961
$1.18K ﹤0.01%
12
+10
962
$1.18K ﹤0.01%
1
963
$1.18K ﹤0.01%
+125
964
$1.17K ﹤0.01%
436
965
$1.17K ﹤0.01%
10
966
$1.17K ﹤0.01%
3
967
$1.16K ﹤0.01%
14
+2
968
$1.16K ﹤0.01%
7
969
$1.15K ﹤0.01%
4
970
$1.15K ﹤0.01%
116
+14
971
$1.14K ﹤0.01%
26
972
$1.14K ﹤0.01%
20
973
$1.14K ﹤0.01%
37
974
$1.14K ﹤0.01%
41
975
$1.14K ﹤0.01%
2
37 38
39
40 41