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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
1051
$894 ﹤0.01%
21
+4
1052
$894 ﹤0.01%
6
-2
1053
$892 ﹤0.01%
12
1054
$884 ﹤0.01%
23
-2
1055
$880 ﹤0.01%
11
-1
1056
$877 ﹤0.01%
10
-1
1057
$876 ﹤0.01%
7
1058
$876 ﹤0.01%
2
1059
$875 ﹤0.01%
17
1060
$874 ﹤0.01%
5
1061
$868 ﹤0.01%
7
1062
$867 ﹤0.01%
25
+6
1063
$859 ﹤0.01%
30
1064
$850 ﹤0.01%
16
1065
$847 ﹤0.01%
7
-1
1066
$847 ﹤0.01%
205
1067
$841 ﹤0.01%
8
-1
1068
$841 ﹤0.01%
21
+8
1069
$838 ﹤0.01%
34
+5
1070
$838 ﹤0.01%
5
1071
$838 ﹤0.01%
26
+5
1072
$838 ﹤0.01%
3
1073
$836 ﹤0.01%
26
1074
$833 ﹤0.01%
6
+2
1075
$833 ﹤0.01%
9
+2
41 42
43
44 45