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
$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
1151
$652 ﹤0.01%
9
1152
$644 ﹤0.01%
2
-1
1153
$643 ﹤0.01%
4
1154
$640 ﹤0.01%
8
1155
$637 ﹤0.01%
2
1156
$637 ﹤0.01%
8
+1
1157
$634 ﹤0.01%
12
-1
1158
$634 ﹤0.01%
3
1159
$632 ﹤0.01%
+26
1160
$626 ﹤0.01%
59
1161
$623 ﹤0.01%
5
1162
$621 ﹤0.01%
2
+1
1163
$618 ﹤0.01%
2
1164
$615 ﹤0.01%
1
1165
$614 ﹤0.01%
8
1166
$610 ﹤0.01%
3
+2
1167
$607 ﹤0.01%
8
-3
1168
$606 ﹤0.01%
9
1169
$600 ﹤0.01%
2
1170
$599 ﹤0.01%
4
1171
$599 ﹤0.01%
2
1172
$599 ﹤0.01%
15
1173
$598 ﹤0.01%
12
1174
$597 ﹤0.01%
+45
1175
$595 ﹤0.01%
30
-15
45 46
47
48 49