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
101
$158K 0.03%
864
-6
102
$154K 0.03%
511
+294
103
$154K 0.03%
1,994
+1,648
104
$153K 0.03%
2,012
+2,000
105
$152K 0.03%
610
+101
106
$150K 0.03%
5,574
-9,573
107
$146K 0.03%
262
108
$139K 0.03%
2,190
109
$137K 0.03%
880
110
$130K 0.03%
825
-59
111
$128K 0.03%
1,600
112
$127K 0.03%
2,117
+554
113
$127K 0.03%
1,356
+183
114
$123K 0.02%
365
115
$122K 0.02%
480
+150
116
$122K 0.02%
1,262
+1,258
117
$122K 0.02%
1,042
118
$121K 0.02%
273
-100
119
$115K 0.02%
6,517
-77
120
$114K 0.02%
3,061
+13
121
$113K 0.02%
1,849
-3
122
$112K 0.02%
877
+340
123
$111K 0.02%
971
+522
124
$110K 0.02%
3,175
+2
125
$108K 0.02%
516
-2
3 4
5
6 7