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
1051
$962 ﹤0.01%
8
1052
$962 ﹤0.01%
153
-34
1053
$958 ﹤0.01%
30
-6
1054
$956 ﹤0.01%
29
1055
$955 ﹤0.01%
5
1056
$944 ﹤0.01%
4
+1
1057
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44
1058
$937 ﹤0.01%
61
+4
1059
$936 ﹤0.01%
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1060
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19
+1
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106
+95
1064
$930 ﹤0.01%
28
+7
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$930 ﹤0.01%
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$927 ﹤0.01%
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$927 ﹤0.01%
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$924 ﹤0.01%
10
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$924 ﹤0.01%
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1071
$916 ﹤0.01%
+383
1072
$914 ﹤0.01%
42
+4
1073
$914 ﹤0.01%
4
-1
1074
$909 ﹤0.01%
+100
1075
$907 ﹤0.01%
8
+1
41 42
43
44 45