SIC
SJS Investment Consulting Portfolio holdings
AUM
$790M
1-Year Est. Return
16.69%
This Fund
S&P 500
1 Year Est. Return
+16.69%
AUM
$367M
AUM Growth
+$31M
(+9.2%)
Holding
1,651
Top Buys
| 1 | +$8.97M | |
| 2 | +$4.55M | |
| 3 | +$1.67M | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.47M |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
+$1.04M |
Top Sells
| 1 | +$1.11M | |
| 2 | +$603K | |
| 3 | +$578K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$370K |
| 5 |
Avantis International Equity ETF
AVDE
|
+$226K |
Sector Composition
| 1 | Consumer Staples | 6.79% |
| 2 | Technology | 4.4% |
| 3 | Healthcare | 2.85% |
| 4 | Consumer Discretionary | 1.96% |
| 5 | Financials | 1.33% |