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
1151
$738 ﹤0.01%
30
1152
$737 ﹤0.01%
26
+10
1153
$735 ﹤0.01%
7
-1
1154
$728 ﹤0.01%
26
-1
1155
$726 ﹤0.01%
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-2
1156
$725 ﹤0.01%
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1157
$724 ﹤0.01%
45
+2
1158
$722 ﹤0.01%
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-11
1159
$719 ﹤0.01%
5
+1
1160
$718 ﹤0.01%
2
1161
$716 ﹤0.01%
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1163
$713 ﹤0.01%
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$711 ﹤0.01%
15
+12
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$708 ﹤0.01%
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1166
$707 ﹤0.01%
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$705 ﹤0.01%
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+2
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$705 ﹤0.01%
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1169
$704 ﹤0.01%
3
1170
$703 ﹤0.01%
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1171
$699 ﹤0.01%
6
+1
1172
$697 ﹤0.01%
25
+2
1173
$694 ﹤0.01%
4
1174
$694 ﹤0.01%
11
+3
1175
$693 ﹤0.01%
9
+2
45 46
47
48 49