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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
1076
$832 ﹤0.01%
16
+3
1077
$821 ﹤0.01%
19
1078
$814 ﹤0.01%
5
1079
$814 ﹤0.01%
11
1080
$814 ﹤0.01%
13
1081
$810 ﹤0.01%
16
1082
$809 ﹤0.01%
17
1083
$807 ﹤0.01%
11
1084
$807 ﹤0.01%
11
1085
$805 ﹤0.01%
+14
1086
$805 ﹤0.01%
8
+2
1087
$804 ﹤0.01%
14
1088
$802 ﹤0.01%
43
1089
$797 ﹤0.01%
12
+1
1090
$796 ﹤0.01%
2
1091
$781 ﹤0.01%
2
1092
$779 ﹤0.01%
15
1093
$777 ﹤0.01%
+13
1094
$777 ﹤0.01%
7
1095
$776 ﹤0.01%
6
1096
$775 ﹤0.01%
46
-6
1097
$772 ﹤0.01%
17
1098
$769 ﹤0.01%
35
1099
$764 ﹤0.01%
12
1100
$764 ﹤0.01%
9
42 43
44
45 46