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
1076
$907 ﹤0.01%
37
+1
1077
$903 ﹤0.01%
7
+1
1078
$902 ﹤0.01%
21
-4
1079
$902 ﹤0.01%
9
1080
$898 ﹤0.01%
13
1081
$897 ﹤0.01%
17
+2
1082
$892 ﹤0.01%
26
-4
1083
$889 ﹤0.01%
63
1084
$888 ﹤0.01%
12
+1
1085
$882 ﹤0.01%
7
1086
$881 ﹤0.01%
32
-2
1087
$880 ﹤0.01%
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$878 ﹤0.01%
17
1089
$875 ﹤0.01%
20
+4
1090
$872 ﹤0.01%
13
+3
1091
$871 ﹤0.01%
42
-7
1092
$870 ﹤0.01%
27
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1093
$867 ﹤0.01%
14
1094
$862 ﹤0.01%
7
1095
$862 ﹤0.01%
14
+3
1096
$858 ﹤0.01%
7
-5
1097
$857 ﹤0.01%
200
1098
$855 ﹤0.01%
6
1099
$855 ﹤0.01%
21
-4
1100
$853 ﹤0.01%
23
+1
42 43
44
45 46