SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
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
+$5.22M
2
+$3.58M
3
+$2.03M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$2.01M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.33M

Top Sells

1
+$736K
2
+$640K
3
+$430K
4
BA icon
Boeing
BA
+$268K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$267K

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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-2
1329
$439 ﹤0.01%
14
1330
$437 ﹤0.01%
7
1331
$437 ﹤0.01%
6
-2
1332
$437 ﹤0.01%
11
-2
1333
$434 ﹤0.01%
6
+1
1334
$434 ﹤0.01%
11
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1335
$433 ﹤0.01%
9
+4
1336
$430 ﹤0.01%
7
1337
$429 ﹤0.01%
11
1338
$428 ﹤0.01%
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1339
$427 ﹤0.01%
8
+1
1340
$426 ﹤0.01%
21
+5
1341
$419 ﹤0.01%
5
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1342
$418 ﹤0.01%
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1343
$418 ﹤0.01%
14
+2
1344
$417 ﹤0.01%
8
-2
1345
$416 ﹤0.01%
8
+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