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
1101
$852 ﹤0.01%
8
1102
$850 ﹤0.01%
18
+3
1103
$849 ﹤0.01%
34
1104
$841 ﹤0.01%
26
-2
1105
$838 ﹤0.01%
10
1106
$836 ﹤0.01%
16
1107
$833 ﹤0.01%
6
+1
1108
$833 ﹤0.01%
9
1109
$830 ﹤0.01%
14
1110
$825 ﹤0.01%
19
+3
1111
$824 ﹤0.01%
6
-1
1112
$811 ﹤0.01%
6
1113
$805 ﹤0.01%
16
1114
$804 ﹤0.01%
19
+1
1115
$800 ﹤0.01%
28
+9
1116
$799 ﹤0.01%
2
1117
$792 ﹤0.01%
9
+1
1118
$791 ﹤0.01%
24
1119
$789 ﹤0.01%
99
-14
1120
$786 ﹤0.01%
11
-1
1121
$785 ﹤0.01%
35
+2
1122
$785 ﹤0.01%
12
+4
1123
$783 ﹤0.01%
17
1124
$782 ﹤0.01%
7
-1
1125
$781 ﹤0.01%
45
+5
43 44
45
46 47