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
1326
$445 ﹤0.01%
35
-3
1327
$445 ﹤0.01%
16
+10
1328
$442 ﹤0.01%
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14
1330
$437 ﹤0.01%
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1331
$437 ﹤0.01%
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$437 ﹤0.01%
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+1
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1335
$433 ﹤0.01%
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$430 ﹤0.01%
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1339
$427 ﹤0.01%
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+1
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$426 ﹤0.01%
21
+5
1341
$419 ﹤0.01%
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$418 ﹤0.01%
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$417 ﹤0.01%
8
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1345
$416 ﹤0.01%
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+2
1346
$415 ﹤0.01%
5
1347
$415 ﹤0.01%
58
1348
$414 ﹤0.01%
5
-3
1349
$412 ﹤0.01%
16
1350
$411 ﹤0.01%
9
+1
52 53
54
55 56