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
1076
$623 ﹤0.01%
7
-1
1077
$622 ﹤0.01%
5
1078
$621 ﹤0.01%
66
+19
1079
$621 ﹤0.01%
12
1080
$621 ﹤0.01%
43
-42
1081
$617 ﹤0.01%
6
-1
1082
$614 ﹤0.01%
42
1083
$613 ﹤0.01%
8
+1
1084
$612 ﹤0.01%
17
+2
1085
$610 ﹤0.01%
8
-1
1086
$607 ﹤0.01%
19
-1
1087
$606 ﹤0.01%
28
+10
1088
$604 ﹤0.01%
7
+1
1089
$601 ﹤0.01%
3
1090
$601 ﹤0.01%
65
-60
1091
$598 ﹤0.01%
19
+5
1092
$598 ﹤0.01%
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-13
1093
$597 ﹤0.01%
10
1094
$596 ﹤0.01%
1
-1
1095
$596 ﹤0.01%
9
+2
1096
$594 ﹤0.01%
8
-12
1097
$584 ﹤0.01%
27
-15
1098
$584 ﹤0.01%
8
+2
1099
$580 ﹤0.01%
21
-2
1100
$579 ﹤0.01%
7
-4
42 43
44
45 46