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
1326
$235 ﹤0.01%
4
-1
1327
$234 ﹤0.01%
9
-2
1328
$234 ﹤0.01%
7
-2
1329
$233 ﹤0.01%
+1
1330
$232 ﹤0.01%
+2
1331
$231 ﹤0.01%
4
-9
1332
$230 ﹤0.01%
7
-3
1333
$230 ﹤0.01%
3
-3
1334
$230 ﹤0.01%
5
1335
$228 ﹤0.01%
6
-1
1336
$226 ﹤0.01%
+4
1337
$224 ﹤0.01%
15
1338
$222 ﹤0.01%
16
-33
1339
$221 ﹤0.01%
3
-3
1340
$221 ﹤0.01%
4
-1
1341
$221 ﹤0.01%
22
-37
1342
$220 ﹤0.01%
7
-6
1343
$218 ﹤0.01%
10
-14
1344
$218 ﹤0.01%
4
-1
1345
$217 ﹤0.01%
3
-4
1346
$214 ﹤0.01%
8
-9
1347
$214 ﹤0.01%
25
-14
1348
$211 ﹤0.01%
20
1349
$211 ﹤0.01%
17
-91
1350
$208 ﹤0.01%
6
-17
52 53
54
55 56