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
1126
$779 ﹤0.01%
30
1127
$778 ﹤0.01%
18
+2
1128
$778 ﹤0.01%
9
1129
$772 ﹤0.01%
8
1130
$772 ﹤0.01%
14
-1
1131
$771 ﹤0.01%
28
1132
$769 ﹤0.01%
55
-2
1133
$768 ﹤0.01%
1
1134
$763 ﹤0.01%
48
1135
$762 ﹤0.01%
10
+1
1136
$760 ﹤0.01%
3
1137
$758 ﹤0.01%
10
1138
$757 ﹤0.01%
20
1139
$756 ﹤0.01%
11
-63
1140
$756 ﹤0.01%
9
1141
$756 ﹤0.01%
3
1142
$755 ﹤0.01%
23
+3
1143
$755 ﹤0.01%
7
-3
1144
$752 ﹤0.01%
6
1145
$752 ﹤0.01%
40
+15
1146
$748 ﹤0.01%
5
+2
1147
$748 ﹤0.01%
14
+1
1148
$741 ﹤0.01%
6
1149
$740 ﹤0.01%
10
+1
1150
$739 ﹤0.01%
4
44 45
46
47 48