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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
1226
$502 ﹤0.01%
12
1227
$499 ﹤0.01%
13
1228
$499 ﹤0.01%
2
1229
$498 ﹤0.01%
3
1230
$498 ﹤0.01%
4
1231
$497 ﹤0.01%
18
1232
$497 ﹤0.01%
14
1233
$497 ﹤0.01%
13
1234
$492 ﹤0.01%
8
+3
1235
$489 ﹤0.01%
2
1236
$489 ﹤0.01%
19
1237
$487 ﹤0.01%
11
1238
$485 ﹤0.01%
4
1239
$483 ﹤0.01%
3
1240
$482 ﹤0.01%
9
1241
$481 ﹤0.01%
54
1242
$480 ﹤0.01%
+5
1243
$478 ﹤0.01%
30
1244
$474 ﹤0.01%
11
-3
1245
$473 ﹤0.01%
3
1246
$469 ﹤0.01%
7
-7
1247
$468 ﹤0.01%
5
-2
1248
$468 ﹤0.01%
4
1249
$468 ﹤0.01%
3
-1
1250
$468 ﹤0.01%
1
48 49
50
51 52