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
1176
$458 ﹤0.01%
11
1177
$456 ﹤0.01%
17
-1
1178
$454 ﹤0.01%
5
1179
$452 ﹤0.01%
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1180
$450 ﹤0.01%
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$449 ﹤0.01%
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$448 ﹤0.01%
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$448 ﹤0.01%
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$447 ﹤0.01%
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+4
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$446 ﹤0.01%
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$445 ﹤0.01%
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$444 ﹤0.01%
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$444 ﹤0.01%
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$438 ﹤0.01%
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$438 ﹤0.01%
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$435 ﹤0.01%
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$428 ﹤0.01%
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$424 ﹤0.01%
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$422 ﹤0.01%
84
+13
1196
$420 ﹤0.01%
11
-247
1197
$416 ﹤0.01%
4
-1
1198
$414 ﹤0.01%
7
+3
1199
$414 ﹤0.01%
2
+1
1200
$413 ﹤0.01%
20
-8
46 47
48
49 50