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
1201
$650 ﹤0.01%
9
1202
$648 ﹤0.01%
11
1203
$647 ﹤0.01%
19
-4
1204
$646 ﹤0.01%
96
-12
1205
$645 ﹤0.01%
8
1206
$644 ﹤0.01%
7
1207
$638 ﹤0.01%
19
+5
1208
$636 ﹤0.01%
18
-2
1209
$635 ﹤0.01%
9
1210
$628 ﹤0.01%
8
1211
$627 ﹤0.01%
22
-5
1212
$625 ﹤0.01%
10
+2
1213
$625 ﹤0.01%
6
1214
$623 ﹤0.01%
9
1215
$617 ﹤0.01%
12
1216
$617 ﹤0.01%
4
1217
$616 ﹤0.01%
3
1218
$616 ﹤0.01%
30
-3
1219
$611 ﹤0.01%
62
+22
1220
$611 ﹤0.01%
9
1221
$611 ﹤0.01%
17
-2
1222
$609 ﹤0.01%
22
1223
$607 ﹤0.01%
78
1224
$607 ﹤0.01%
6
1225
$600 ﹤0.01%
9
+2
47 48
49
50 51