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
1001
$1.11K ﹤0.01%
13
1002
$1.1K ﹤0.01%
4
1003
$1.1K ﹤0.01%
6
+5
1004
$1.1K ﹤0.01%
10
+1
1005
$1.1K ﹤0.01%
80
-7
1006
$1.09K ﹤0.01%
48
+3
1007
$1.09K ﹤0.01%
24
1008
$1.08K ﹤0.01%
6
+4
1009
$1.07K ﹤0.01%
25
+5
1010
$1.07K ﹤0.01%
8
1011
$1.07K ﹤0.01%
28
+21
1012
$1.07K ﹤0.01%
29
+3
1013
$1.06K ﹤0.01%
13
1014
$1.06K ﹤0.01%
13
-3
1015
$1.05K ﹤0.01%
8
1016
$1.05K ﹤0.01%
33
+7
1017
$1.05K ﹤0.01%
6
+1
1018
$1.04K ﹤0.01%
10
1019
$1.04K ﹤0.01%
137
1020
$1.04K ﹤0.01%
3
1021
$1.03K ﹤0.01%
+58
1022
$1.03K ﹤0.01%
20
1023
$1.03K ﹤0.01%
38
1024
$1.03K ﹤0.01%
23
+9
1025
$1.03K ﹤0.01%
18
39 40
41
42 43