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
1301
$481 ﹤0.01%
13
+2
1302
$479 ﹤0.01%
9
-1
1303
$478 ﹤0.01%
17
+11
1304
$476 ﹤0.01%
5
1305
$476 ﹤0.01%
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-6
1306
$475 ﹤0.01%
64
1307
$474 ﹤0.01%
19
1308
$465 ﹤0.01%
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-1
1309
$465 ﹤0.01%
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+6
1310
$464 ﹤0.01%
4
+1
1311
$461 ﹤0.01%
8
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1312
$458 ﹤0.01%
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1313
$457 ﹤0.01%
11
1314
$455 ﹤0.01%
28
-2
1315
$454 ﹤0.01%
13
1316
$454 ﹤0.01%
10
1317
$452 ﹤0.01%
6
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1318
$452 ﹤0.01%
3
-1
1319
$452 ﹤0.01%
12
+1
1320
$452 ﹤0.01%
7
-1
1321
$451 ﹤0.01%
9
1322
$450 ﹤0.01%
34
+3
1323
$449 ﹤0.01%
13
-1
1324
$448 ﹤0.01%
23
+8
1325
$447 ﹤0.01%
16
-4
51 52
53
54 55