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
1226
$599 ﹤0.01%
28
-2
1227
$595 ﹤0.01%
14
1228
$594 ﹤0.01%
14
-1
1229
$593 ﹤0.01%
59
+32
1230
$591 ﹤0.01%
16
-2
1231
$589 ﹤0.01%
5
-1
1232
$588 ﹤0.01%
19
+2
1233
$588 ﹤0.01%
14
-5
1234
$588 ﹤0.01%
12
-1
1235
$587 ﹤0.01%
13
+1
1236
$579 ﹤0.01%
6
+2
1237
$579 ﹤0.01%
4
+1
1238
$578 ﹤0.01%
21
1239
$577 ﹤0.01%
5
1240
$576 ﹤0.01%
4
+1
1241
$573 ﹤0.01%
119
-31
1242
$572 ﹤0.01%
21
+6
1243
$568 ﹤0.01%
10
1244
$566 ﹤0.01%
30
-5
1245
$564 ﹤0.01%
16
1246
$562 ﹤0.01%
6
+2
1247
$560 ﹤0.01%
10
+1
1248
$554 ﹤0.01%
11
-6
1249
$553 ﹤0.01%
6
1250
$553 ﹤0.01%
25
-1
48 49
50
51 52