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
1301
$270 ﹤0.01%
6
-1
1302
$270 ﹤0.01%
18
-6
1303
$269 ﹤0.01%
3
-6
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$269 ﹤0.01%
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$269 ﹤0.01%
5
-21
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$269 ﹤0.01%
15
+7
1307
$268 ﹤0.01%
3
1308
$257 ﹤0.01%
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1309
$257 ﹤0.01%
31
-12
1310
$255 ﹤0.01%
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+5
1311
$255 ﹤0.01%
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$255 ﹤0.01%
3
+1
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$253 ﹤0.01%
4
-4
1314
$253 ﹤0.01%
24
+2
1315
$250 ﹤0.01%
9
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$248 ﹤0.01%
5
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$246 ﹤0.01%
8
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1318
$245 ﹤0.01%
7
+5
1319
$245 ﹤0.01%
6
+1
1320
$244 ﹤0.01%
10
-19
1321
$244 ﹤0.01%
22
+6
1322
$243 ﹤0.01%
8
-42
1323
$243 ﹤0.01%
23
-24
1324
$241 ﹤0.01%
14
-2
1325
$236 ﹤0.01%
21
-125
51 52
53
54 55