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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
1126
$691 ﹤0.01%
7
1127
$691 ﹤0.01%
20
1128
$690 ﹤0.01%
12
1129
$688 ﹤0.01%
10
1130
$688 ﹤0.01%
13
1131
$687 ﹤0.01%
5
1132
$686 ﹤0.01%
14
1133
$682 ﹤0.01%
+24
1134
$680 ﹤0.01%
19
1135
$678 ﹤0.01%
8
1136
$678 ﹤0.01%
3
1137
$677 ﹤0.01%
8
+3
1138
$675 ﹤0.01%
14
+3
1139
$674 ﹤0.01%
7
1140
$671 ﹤0.01%
8
+2
1141
$671 ﹤0.01%
8
1142
$670 ﹤0.01%
26
+12
1143
$668 ﹤0.01%
8
1144
$666 ﹤0.01%
20
1145
$664 ﹤0.01%
9
+5
1146
$661 ﹤0.01%
5
1147
$659 ﹤0.01%
7
1148
$656 ﹤0.01%
7
1149
$655 ﹤0.01%
7
1150
$653 ﹤0.01%
10
-221
44 45
46
47 48