SIC
SJS Investment Consulting Portfolio holdings
AUM
$630M
1-Year Return
12.23%
This Quarter Return
-4.4%
1 Year Return
+12.23%
3 Year Return
+53.65%
5 Year Return
–
10 Year Return
–
AUM
$296M
AUM Growth
–
Cap. Flow
+$296M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82%
Holding
1,706
New
1,703
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$170M |
| 2 |
Hormel Foods
HRL
|
+$19.8M |
| 3 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$14.7M |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$12M |
| 5 |
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 | 2.15% |