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SIC

SJS Investment Consulting Portfolio holdings

AUM $819M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$731M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,705
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$6.18M
3
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

1
+$1.5M
2
+$1.27M
3
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$1.02K ﹤0.01%
100
1002
$1.01K ﹤0.01%
28
1003
$1.01K ﹤0.01%
15
1004
$1.01K ﹤0.01%
5
1005
$1.01K ﹤0.01%
9
1006
$1K ﹤0.01%
25
1007
$1K ﹤0.01%
5
1008
$1K ﹤0.01%
105
+2
1009
$1K ﹤0.01%
14
1010
$999 ﹤0.01%
44
+1
1011
$998 ﹤0.01%
2
1012
$997 ﹤0.01%
29
-9
1013
$996 ﹤0.01%
23
1014
$996 ﹤0.01%
12
1015
$994 ﹤0.01%
154
1016
$987 ﹤0.01%
7
1017
$985 ﹤0.01%
12
-2
1018
$983 ﹤0.01%
7
+1
1019
$979 ﹤0.01%
26
-2
1020
$977 ﹤0.01%
6
1021
$970 ﹤0.01%
3
1022
$969 ﹤0.01%
18
1023
$968 ﹤0.01%
9
+2
1024
$962 ﹤0.01%
30
1025
$962 ﹤0.01%
36
39 40
41
42 43