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
$367M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,651
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$4.58M
3
+$1.68M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.49M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$998K

Top Sells

1
+$760K
2
+$630K
3
+$583K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$377K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$229K

Sector Composition

1 Consumer Staples 6.79%
2 Technology 4.41%
3 Healthcare 2.85%
4 Consumer Discretionary 1.96%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$350 ﹤0.01%
11
-3
1252
$348 ﹤0.01%
6
1253
$348 ﹤0.01%
33
+4
1254
$344 ﹤0.01%
14
+1
1255
$343 ﹤0.01%
2
+1
1256
$342 ﹤0.01%
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-5
1257
$342 ﹤0.01%
27
-2
1258
$340 ﹤0.01%
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-6
1259
$338 ﹤0.01%
5
1260
$337 ﹤0.01%
14
-12
1261
$336 ﹤0.01%
8
+2
1262
$334 ﹤0.01%
13
+3
1263
$333 ﹤0.01%
6
-2
1264
$333 ﹤0.01%
8
+1
1265
$330 ﹤0.01%
12
-15
1266
$329 ﹤0.01%
15
-13
1267
$326 ﹤0.01%
14
+3
1268
$325 ﹤0.01%
7
-3
1269
$321 ﹤0.01%
3
-1
1270
$320 ﹤0.01%
43
+6
1271
$320 ﹤0.01%
8
-1
1272
$318 ﹤0.01%
17
+7
1273
$315 ﹤0.01%
6
-5
1274
$314 ﹤0.01%
7
-1
1275
$310 ﹤0.01%
3
-4
49 50
51
52 53