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
1276
$308 ﹤0.01%
8
-4
1277
$308 ﹤0.01%
+3
1278
$306 ﹤0.01%
19
+7
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$306 ﹤0.01%
7
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1280
$305 ﹤0.01%
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$305 ﹤0.01%
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-3
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$304 ﹤0.01%
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$304 ﹤0.01%
+4
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$301 ﹤0.01%
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+1
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$300 ﹤0.01%
8
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$296 ﹤0.01%
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$296 ﹤0.01%
20
+15
1288
$293 ﹤0.01%
10
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$291 ﹤0.01%
5
-6
1290
$291 ﹤0.01%
6
+4
1291
$291 ﹤0.01%
5
+1
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$283 ﹤0.01%
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-12
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$283 ﹤0.01%
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$282 ﹤0.01%
30
+5
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$282 ﹤0.01%
22
-12
1296
$280 ﹤0.01%
7
-5
1297
$277 ﹤0.01%
+30
1298
$276 ﹤0.01%
3
+1
1299
$274 ﹤0.01%
15
+3
1300
$272 ﹤0.01%
9
-15
50 51
52
53 54