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
1251
$553 ﹤0.01%
21
+7
1252
$552 ﹤0.01%
4
1253
$550 ﹤0.01%
34
+1
1254
$549 ﹤0.01%
5
-2
1255
$547 ﹤0.01%
9
1256
$547 ﹤0.01%
25
-1
1257
$546 ﹤0.01%
2
1258
$543 ﹤0.01%
9
1259
$541 ﹤0.01%
14
+4
1260
$541 ﹤0.01%
2
1261
$541 ﹤0.01%
6
1262
$540 ﹤0.01%
22
+1
1263
$540 ﹤0.01%
14
+2
1264
$532 ﹤0.01%
15
-1
1265
$532 ﹤0.01%
15
1266
$531 ﹤0.01%
17
-3
1267
$531 ﹤0.01%
33
1268
$530 ﹤0.01%
8
-1
1269
$529 ﹤0.01%
16
+4
1270
$527 ﹤0.01%
4
+3
1271
$525 ﹤0.01%
5
-1
1272
$524 ﹤0.01%
25
+1
1273
$522 ﹤0.01%
9
1274
$522 ﹤0.01%
100
1275
$519 ﹤0.01%
18
+2
49 50
51
52 53