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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
1351
$326 ﹤0.01%
2
1352
$323 ﹤0.01%
7
1353
$318 ﹤0.01%
9
1354
$318 ﹤0.01%
+21
1355
$317 ﹤0.01%
4
1356
$317 ﹤0.01%
6
+3
1357
$315 ﹤0.01%
1
1358
$315 ﹤0.01%
8
1359
$313 ﹤0.01%
5
1360
$311 ﹤0.01%
+1
1361
$311 ﹤0.01%
6
+3
1362
$310 ﹤0.01%
4
-2
1363
$310 ﹤0.01%
4
1364
$309 ﹤0.01%
11
+1
1365
$308 ﹤0.01%
5
1366
$308 ﹤0.01%
7
1367
$306 ﹤0.01%
11
-6
1368
$306 ﹤0.01%
+20
1369
$305 ﹤0.01%
3
1370
$303 ﹤0.01%
16
1371
$303 ﹤0.01%
9
1372
$300 ﹤0.01%
4
1373
$298 ﹤0.01%
1
1374
$296 ﹤0.01%
3
1375
$296 ﹤0.01%
8
53 54
55
56 57