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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
1201
$545 ﹤0.01%
+95
1202
$544 ﹤0.01%
16
1203
$542 ﹤0.01%
7
1204
$542 ﹤0.01%
31
1205
$541 ﹤0.01%
+20
1206
$540 ﹤0.01%
18
+5
1207
$540 ﹤0.01%
12
1208
$539 ﹤0.01%
12
-2
1209
$530 ﹤0.01%
10
+4
1210
$530 ﹤0.01%
4
+1
1211
$527 ﹤0.01%
20
-24
1212
$525 ﹤0.01%
41
+12
1213
$519 ﹤0.01%
8
1214
$517 ﹤0.01%
5
1215
$517 ﹤0.01%
3
1216
$516 ﹤0.01%
10
1217
$513 ﹤0.01%
+17
1218
$511 ﹤0.01%
13
+4
1219
$509 ﹤0.01%
2
1220
$509 ﹤0.01%
10
-9
1221
$508 ﹤0.01%
6
1222
$507 ﹤0.01%
4
1223
$506 ﹤0.01%
4
1224
$504 ﹤0.01%
400
1225
$504 ﹤0.01%
2
47 48
49
50 51