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
$367M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,651
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$4.58M
3
+$1.68M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.49M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$998K

Top Sells

1
+$760K
2
+$630K
3
+$583K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$377K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$229K

Sector Composition

1 Consumer Staples 6.79%
2 Technology 4.41%
3 Healthcare 2.85%
4 Consumer Discretionary 1.96%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$658 ﹤0.01%
14
-24
1052
$656 ﹤0.01%
23
-14
1053
$651 ﹤0.01%
9
-19
1054
$651 ﹤0.01%
5
-2
1055
$649 ﹤0.01%
16
-18
1056
$648 ﹤0.01%
20
-9
1057
$647 ﹤0.01%
7
1058
$645 ﹤0.01%
12
+1
1059
$642 ﹤0.01%
12
-1
1060
$642 ﹤0.01%
9
-10
1061
$641 ﹤0.01%
30
1062
$640 ﹤0.01%
58
1063
$638 ﹤0.01%
2
-1
1064
$637 ﹤0.01%
15
-2
1065
$637 ﹤0.01%
11
1066
$634 ﹤0.01%
11
+8
1067
$633 ﹤0.01%
5
-1
1068
$632 ﹤0.01%
9
+1
1069
$631 ﹤0.01%
18
-1
1070
$628 ﹤0.01%
44
1071
$626 ﹤0.01%
3
+1
1072
$625 ﹤0.01%
10
-1
1073
$624 ﹤0.01%
4
+1
1074
$624 ﹤0.01%
6
+1
1075
$624 ﹤0.01%
24
-12
41 42
43
44 45