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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
1026
$959 ﹤0.01%
110
1027
$957 ﹤0.01%
17
1028
$956 ﹤0.01%
5
1029
$954 ﹤0.01%
15
1030
$952 ﹤0.01%
16
1031
$951 ﹤0.01%
13
1032
$951 ﹤0.01%
6
1033
$949 ﹤0.01%
23
-18
1034
$948 ﹤0.01%
3
1035
$943 ﹤0.01%
+18
1036
$939 ﹤0.01%
25
1037
$938 ﹤0.01%
9
+2
1038
$935 ﹤0.01%
8
-1
1039
$933 ﹤0.01%
78
1040
$929 ﹤0.01%
9
1041
$928 ﹤0.01%
23
1042
$925 ﹤0.01%
100
1043
$924 ﹤0.01%
10
1044
$921 ﹤0.01%
123
+33
1045
$912 ﹤0.01%
2
-2
1046
$904 ﹤0.01%
16
1047
$900 ﹤0.01%
40
1048
$899 ﹤0.01%
7
1049
$899 ﹤0.01%
8
+1
1050
$898 ﹤0.01%
8
40 41
42
43 44