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
76
$255K 0.05%
950
77
$254K 0.05%
1,209
78
$251K 0.05%
724
+24
79
$248K 0.05%
1,070
-112
80
$242K 0.05%
1,270
-54
81
$242K 0.05%
675
82
$236K 0.05%
3,890
+430
83
$234K 0.05%
6,176
+2,146
84
$230K 0.05%
2,443
-5
85
$229K 0.05%
943
+280
86
$222K 0.04%
1,054
87
$221K 0.04%
1,947
+21
88
$221K 0.04%
438
-95
89
$200K 0.04%
4,016
-14
90
$191K 0.04%
394
+214
91
$184K 0.04%
2,122
92
$179K 0.04%
871
+10
93
$176K 0.04%
1,740
+1,560
94
$174K 0.03%
6,283
+23
95
$172K 0.03%
4,320
96
$168K 0.03%
8,265
97
$165K 0.03%
2,695
-254
98
$161K 0.03%
+467
99
$160K 0.03%
1,167
+370
100
$158K 0.03%
1,199
2 3
4
5 6