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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
1326
$362 ﹤0.01%
2
-1
1327
$358 ﹤0.01%
2
-1
1328
$357 ﹤0.01%
9
1329
$356 ﹤0.01%
2
1330
$355 ﹤0.01%
11
1331
$355 ﹤0.01%
19
1332
$353 ﹤0.01%
+4
1333
$348 ﹤0.01%
23
1334
$347 ﹤0.01%
26
1335
$346 ﹤0.01%
2
1336
$346 ﹤0.01%
10
1337
$345 ﹤0.01%
5
1338
$343 ﹤0.01%
14
+5
1339
$342 ﹤0.01%
+10
1340
$341 ﹤0.01%
10
1341
$341 ﹤0.01%
2
1342
$335 ﹤0.01%
6
1343
$335 ﹤0.01%
2
1344
$334 ﹤0.01%
+2
1345
$334 ﹤0.01%
4
-1
1346
$333 ﹤0.01%
6
1347
$333 ﹤0.01%
4
1348
$330 ﹤0.01%
10
-2
1349
$329 ﹤0.01%
13
+6
1350
$329 ﹤0.01%
5
52 53
54
55 56