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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
1276
$437 ﹤0.01%
116
+1
1277
$433 ﹤0.01%
3
1278
$432 ﹤0.01%
8
1279
$432 ﹤0.01%
25
1280
$431 ﹤0.01%
3
1281
$430 ﹤0.01%
10
1282
$430 ﹤0.01%
7
1283
$427 ﹤0.01%
3
1284
$426 ﹤0.01%
8
+3
1285
$421 ﹤0.01%
15
1286
$420 ﹤0.01%
17
1287
$418 ﹤0.01%
14
1288
$415 ﹤0.01%
13
1289
$415 ﹤0.01%
7
1290
$414 ﹤0.01%
4
1291
$414 ﹤0.01%
8
1292
$411 ﹤0.01%
8
+7
1293
$409 ﹤0.01%
16
1294
$405 ﹤0.01%
10
1295
$405 ﹤0.01%
3
-1
1296
$405 ﹤0.01%
5
1297
$404 ﹤0.01%
6
-4
1298
$403 ﹤0.01%
6
1299
$403 ﹤0.01%
14
+5
1300
$403 ﹤0.01%
4
50 51
52
53 54