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
1276
$515 ﹤0.01%
31
+1
1277
$511 ﹤0.01%
46
+20
1278
$510 ﹤0.01%
35
-10
1279
$508 ﹤0.01%
7
1280
$507 ﹤0.01%
14
1281
$507 ﹤0.01%
17
-1
1282
$506 ﹤0.01%
18
1283
$506 ﹤0.01%
9
-2
1284
$504 ﹤0.01%
11
1285
$504 ﹤0.01%
20
-1
1286
$501 ﹤0.01%
10
1287
$501 ﹤0.01%
7
-1
1288
$500 ﹤0.01%
28
-8
1289
$499 ﹤0.01%
19
+1
1290
$499 ﹤0.01%
103
+83
1291
$495 ﹤0.01%
5
-2
1292
$495 ﹤0.01%
8
-15
1293
$492 ﹤0.01%
47
+2
1294
$490 ﹤0.01%
61
-22
1295
$489 ﹤0.01%
15
1296
$485 ﹤0.01%
21
1297
$484 ﹤0.01%
7
1298
$484 ﹤0.01%
9
-3
1299
$482 ﹤0.01%
7
-1
1300
$481 ﹤0.01%
3
50 51
52
53 54