SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
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 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$0 ﹤0.01%
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1002
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1003
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1004
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1005
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1006
$0 ﹤0.01%
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1007
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1008
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1009
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1010
$0 ﹤0.01%
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1011
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1012
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1016
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1017
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1018
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1019
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1020
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+5,000
1021
$0 ﹤0.01%
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1022
$0 ﹤0.01%
+42
1023
$0 ﹤0.01%
+9
1024
$0 ﹤0.01%
+3
1025
$0 ﹤0.01%
+24
39 40
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