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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
1176
$594 ﹤0.01%
15
1177
$588 ﹤0.01%
11
-3
1178
$586 ﹤0.01%
54
-10
1179
$585 ﹤0.01%
12
1180
$582 ﹤0.01%
29
+7
1181
$582 ﹤0.01%
25
1182
$581 ﹤0.01%
1
1183
$581 ﹤0.01%
10
-1
1184
$579 ﹤0.01%
4
1185
$573 ﹤0.01%
24
1186
$572 ﹤0.01%
6
1187
$568 ﹤0.01%
5
1188
$567 ﹤0.01%
11
1189
$567 ﹤0.01%
3
1190
$565 ﹤0.01%
5
1191
$564 ﹤0.01%
7
1192
$564 ﹤0.01%
6
1193
$561 ﹤0.01%
104
1194
$561 ﹤0.01%
2
1195
$560 ﹤0.01%
8
1196
$553 ﹤0.01%
10
-2
1197
$551 ﹤0.01%
8
1198
$550 ﹤0.01%
7
1199
$547 ﹤0.01%
7
1200
$547 ﹤0.01%
13
46 47
48
49 50