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
$296M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$21M
3
+$15M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$13.5M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.96M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 9.04%
2 Technology 3.96%
3 Healthcare 3.07%
4 Consumer Discretionary 2.65%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$0 ﹤0.01%
+5
1152
$0 ﹤0.01%
+3
1153
$0 ﹤0.01%
+2
1154
$0 ﹤0.01%
+11
1155
$0 ﹤0.01%
+8
1156
$0 ﹤0.01%
+8
1157
$0 ﹤0.01%
+9
1158
$0 ﹤0.01%
+4
1159
$0 ﹤0.01%
+4
1160
$0 ﹤0.01%
+6
1161
$0 ﹤0.01%
+1
1162
$0 ﹤0.01%
+36
1163
$0 ﹤0.01%
+21
1164
$0 ﹤0.01%
+3
1165
$0 ﹤0.01%
+7
1166
$0 ﹤0.01%
+7
1167
$0 ﹤0.01%
+1
1168
$0 ﹤0.01%
+17
1169
$0 ﹤0.01%
+8
1170
$0 ﹤0.01%
+9
1171
$0 ﹤0.01%
+35
1172
$0 ﹤0.01%
+4
1173
$0 ﹤0.01%
+5
1174
$0 ﹤0.01%
+8
1175
$0 ﹤0.01%
+17
45 46
47
48 49