We are live on ! Find out more
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
1101
$763 ﹤0.01%
18
1102
$761 ﹤0.01%
6
1103
$759 ﹤0.01%
8
1104
$757 ﹤0.01%
24
1105
$749 ﹤0.01%
17
1106
$748 ﹤0.01%
9
1107
$745 ﹤0.01%
5
1108
$740 ﹤0.01%
3
1109
$737 ﹤0.01%
4
1110
$736 ﹤0.01%
26
1111
$733 ﹤0.01%
30
1112
$733 ﹤0.01%
24
+3
1113
$732 ﹤0.01%
9
-4
1114
$730 ﹤0.01%
11
1115
$726 ﹤0.01%
60
1116
$722 ﹤0.01%
6
1117
$710 ﹤0.01%
5
1118
$707 ﹤0.01%
19
1119
$705 ﹤0.01%
+13
1120
$704 ﹤0.01%
5
-5
1121
$695 ﹤0.01%
37
+14
1122
$694 ﹤0.01%
8
1123
$692 ﹤0.01%
195
1124
$692 ﹤0.01%
28
1125
$691 ﹤0.01%
13
43 44
45
46 47