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
$296M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$19.8M
3
+$14.7M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$12M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.08M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 9.04%
2 Technology 3.96%
3 Healthcare 3.07%
4 Consumer Discretionary 2.65%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$132K 0.04%
+2,765
102
$130K 0.04%
+8,424
103
$126K 0.04%
+3,168
104
$124K 0.04%
+8,880
105
$117K 0.04%
+866
106
$117K 0.04%
+2,390
107
$116K 0.04%
+748
108
$111K 0.04%
+4,655
109
$110K 0.04%
+331
110
$110K 0.04%
+1,185
111
$109K 0.04%
+1,266
112
$105K 0.04%
+262
113
$105K 0.04%
+2,768
114
$105K 0.04%
+5,136
115
$104K 0.04%
+5,486
116
$103K 0.03%
+3,984
117
$101K 0.03%
+755
118
$100K 0.03%
+1,156
119
$97K 0.03%
+6,051
120
$95K 0.03%
+1,837
121
$94K 0.03%
+4,690
122
$94K 0.03%
+2,589
123
$89K 0.03%
+312
124
$87K 0.03%
+1,150
125
$86K 0.03%
+888
3 4
5
6 7