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
976
$1.18K ﹤0.01%
7
+1
977
$1.18K ﹤0.01%
19
978
$1.17K ﹤0.01%
24
+3
979
$1.17K ﹤0.01%
66
980
$1.17K ﹤0.01%
10
981
$1.17K ﹤0.01%
12
982
$1.16K ﹤0.01%
25
-7
983
$1.16K ﹤0.01%
42
984
$1.16K ﹤0.01%
16
985
$1.16K ﹤0.01%
20
+2
986
$1.16K ﹤0.01%
23
+6
987
$1.15K ﹤0.01%
12
+1
988
$1.14K ﹤0.01%
47
-2
989
$1.14K ﹤0.01%
12
-1
990
$1.14K ﹤0.01%
9
+6
991
$1.13K ﹤0.01%
7
992
$1.13K ﹤0.01%
21
993
$1.13K ﹤0.01%
8
994
$1.12K ﹤0.01%
17
995
$1.12K ﹤0.01%
14
+1
996
$1.11K ﹤0.01%
24
-1
997
$1.11K ﹤0.01%
5
+1
998
$1.11K ﹤0.01%
9
-1
999
$1.11K ﹤0.01%
13
1000
$1.11K ﹤0.01%
+400
38 39
40
41 42