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
$367M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,651
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$4.58M
3
+$1.68M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.49M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$998K

Top Sells

1
+$760K
2
+$630K
3
+$583K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$377K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$229K

Sector Composition

1 Consumer Staples 6.79%
2 Technology 4.41%
3 Healthcare 2.85%
4 Consumer Discretionary 1.96%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$509 ﹤0.01%
7
+3
1152
$508 ﹤0.01%
15
-5
1153
$507 ﹤0.01%
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+3
1154
$505 ﹤0.01%
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$504 ﹤0.01%
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1156
$501 ﹤0.01%
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1157
$499 ﹤0.01%
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-2
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$496 ﹤0.01%
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$492 ﹤0.01%
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1160
$492 ﹤0.01%
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$492 ﹤0.01%
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$490 ﹤0.01%
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$486 ﹤0.01%
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1164
$484 ﹤0.01%
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1165
$483 ﹤0.01%
46
+9
1166
$480 ﹤0.01%
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$473 ﹤0.01%
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1168
$472 ﹤0.01%
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+2
1169
$470 ﹤0.01%
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-11
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$470 ﹤0.01%
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-6
1171
$469 ﹤0.01%
15
1172
$467 ﹤0.01%
5
-2
1173
$460 ﹤0.01%
6
+1
1174
$458 ﹤0.01%
22
+6
1175
$458 ﹤0.01%
7
+2
45 46
47
48 49