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
1176
$693 ﹤0.01%
8
1177
$689 ﹤0.01%
32
1178
$689 ﹤0.01%
11
-2
1179
$688 ﹤0.01%
4
+1
1180
$687 ﹤0.01%
20
1181
$686 ﹤0.01%
3
1182
$685 ﹤0.01%
15
1183
$683 ﹤0.01%
7
1184
$680 ﹤0.01%
5
1185
$678 ﹤0.01%
9
1186
$677 ﹤0.01%
6
-1
1187
$676 ﹤0.01%
105
1188
$676 ﹤0.01%
4
-1
1189
$669 ﹤0.01%
90
+13
1190
$665 ﹤0.01%
14
+1
1191
$664 ﹤0.01%
37
-4
1192
$663 ﹤0.01%
11
1193
$663 ﹤0.01%
7
1194
$658 ﹤0.01%
10
+2
1195
$658 ﹤0.01%
3
-2
1196
$658 ﹤0.01%
17
-1
1197
$658 ﹤0.01%
5
1198
$657 ﹤0.01%
2
-1
1199
$656 ﹤0.01%
27
1200
$652 ﹤0.01%
2
46 47
48
49 50