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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
1301
$401 ﹤0.01%
8
1302
$400 ﹤0.01%
6
+2
1303
$399 ﹤0.01%
5
1304
$398 ﹤0.01%
16
1305
$394 ﹤0.01%
3
1306
$392 ﹤0.01%
5
1307
$391 ﹤0.01%
7
1308
$388 ﹤0.01%
+9
1309
$387 ﹤0.01%
3
+1
1310
$385 ﹤0.01%
8
1311
$382 ﹤0.01%
6
1312
$382 ﹤0.01%
5
1313
$382 ﹤0.01%
16
1314
$382 ﹤0.01%
5
-2
1315
$381 ﹤0.01%
3
1316
$380 ﹤0.01%
+6
1317
$378 ﹤0.01%
24
+5
1318
$377 ﹤0.01%
6
1319
$373 ﹤0.01%
10
1320
$371 ﹤0.01%
12
-1
1321
$371 ﹤0.01%
11
1322
$369 ﹤0.01%
6
1323
$368 ﹤0.01%
10
+4
1324
$363 ﹤0.01%
20
1325
$362 ﹤0.01%
5
+1
51 52
53
54 55