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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
101
$311K 0.04%
3,328
+1,840
102
$309K 0.04%
1,507
+1,425
103
$305K 0.04%
1,014
+773
104
$300K 0.04%
14,572
+11,382
105
$296K 0.04%
1,508
+544
106
$295K 0.04%
3,522
+2,150
107
$295K 0.04%
14,964
+10,118
108
$294K 0.04%
15,654
+12,155
109
$293K 0.04%
6,073
110
$284K 0.04%
2,424
+724
111
$275K 0.04%
2,292
+2,176
112
$274K 0.04%
4,126
+1,313
113
$268K 0.04%
1,091
+1,081
114
$254K 0.03%
3,180
+258
115
$254K 0.03%
813
+1
116
$249K 0.03%
214
+211
117
$249K 0.03%
2,080
-930
118
$247K 0.03%
668
119
$246K 0.03%
1,751
+1,212
120
$241K 0.03%
2,160
+1,473
121
$234K 0.03%
969
-85
122
$232K 0.03%
+1,910
123
$225K 0.03%
8,760
-250
124
$222K 0.03%
688
+11
125
$221K 0.03%
1,625
+1,394
3 4
5
6 7