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
$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 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.07%
+1,397
77
$201K 0.07%
+4,679
78
$200K 0.07%
+2,066
79
$200K 0.07%
+1,207
80
$200K 0.07%
+1,105
81
$197K 0.07%
+4,219
82
$197K 0.07%
+2,120
83
$195K 0.07%
+1,612
84
$187K 0.06%
+727
85
$178K 0.06%
+10,546
86
$174K 0.06%
+1,054
87
$167K 0.06%
+1,015
88
$164K 0.06%
+2,885
89
$160K 0.05%
+706
90
$160K 0.05%
+3,659
91
$159K 0.05%
+2,826
92
$153K 0.05%
+5,082
93
$149K 0.05%
+919
94
$147K 0.05%
+4,602
95
$145K 0.05%
+4,145
96
$143K 0.05%
+520
97
$141K 0.05%
+1,044
98
$136K 0.05%
+668
99
$136K 0.05%
+1,340
100
$134K 0.05%
+6,413
2 3
4
5 6