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
$296M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$19.8M
3
+$14.7M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$12M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.08M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 9.04%
2 Technology 3.96%
3 Healthcare 3.07%
4 Consumer Discretionary 2.65%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$0 ﹤0.01%
+2
1102
$0 ﹤0.01%
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1103
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1104
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1105
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1106
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1107
$0 ﹤0.01%
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1108
$0 ﹤0.01%
+39
1109
$0 ﹤0.01%
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1110
$0 ﹤0.01%
+4
1111
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1112
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1113
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1115
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1119
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1120
$0 ﹤0.01%
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1121
$0 ﹤0.01%
+1
1122
$0 ﹤0.01%
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1123
$0 ﹤0.01%
+83
1124
$0 ﹤0.01%
+6
1125
$0 ﹤0.01%
+5
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