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
1026
$1.02K ﹤0.01%
10
1027
$1.02K ﹤0.01%
16
-4
1028
$1.02K ﹤0.01%
21
+5
1029
$1.02K ﹤0.01%
48
-5
1030
$1.02K ﹤0.01%
19
1031
$1.02K ﹤0.01%
21
1032
$1.01K ﹤0.01%
11
+1
1033
$1.01K ﹤0.01%
15
1034
$1.01K ﹤0.01%
28
+6
1035
$1.01K ﹤0.01%
18
1036
$1.01K ﹤0.01%
18
-89
1037
$1.01K ﹤0.01%
27
1038
$1K ﹤0.01%
7
1039
$1K ﹤0.01%
6
-2
1040
$997 ﹤0.01%
22
1041
$997 ﹤0.01%
100
1042
$996 ﹤0.01%
15
1043
$981 ﹤0.01%
5
1044
$978 ﹤0.01%
+27
1045
$977 ﹤0.01%
5
+3
1046
$974 ﹤0.01%
41
+8
1047
$974 ﹤0.01%
34
+1
1048
$971 ﹤0.01%
6
+4
1049
$967 ﹤0.01%
16
1050
$965 ﹤0.01%
9
40 41
42
43 44