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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
1251
$467 ﹤0.01%
1
-1
1252
$467 ﹤0.01%
4
1253
$467 ﹤0.01%
13
1254
$466 ﹤0.01%
25
1255
$465 ﹤0.01%
6
1256
$465 ﹤0.01%
2
-1
1257
$463 ﹤0.01%
24
+14
1258
$462 ﹤0.01%
6
1259
$462 ﹤0.01%
50
1260
$462 ﹤0.01%
11
1261
$461 ﹤0.01%
12
1262
$460 ﹤0.01%
2
1263
$457 ﹤0.01%
6
1264
$457 ﹤0.01%
5
-1
1265
$454 ﹤0.01%
2
1266
$451 ﹤0.01%
3
1267
$448 ﹤0.01%
1
-1
1268
$448 ﹤0.01%
11
-3
1269
$447 ﹤0.01%
6
1270
$445 ﹤0.01%
47
1271
$445 ﹤0.01%
16
+1
1272
$439 ﹤0.01%
4
1273
$439 ﹤0.01%
14
1274
$438 ﹤0.01%
25
-31
1275
$437 ﹤0.01%
7
49 50
51
52 53