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
1376
$185 ﹤0.01%
3
1377
$184 ﹤0.01%
17
-18
1378
$183 ﹤0.01%
8
+3
1379
$183 ﹤0.01%
10
+3
1380
$182 ﹤0.01%
7
1381
$181 ﹤0.01%
21
-4
1382
$180 ﹤0.01%
6
-33
1383
$179 ﹤0.01%
4
+2
1384
$179 ﹤0.01%
2
1385
$177 ﹤0.01%
5
-1
1386
$177 ﹤0.01%
+4
1387
$175 ﹤0.01%
4
-5
1388
$175 ﹤0.01%
3
1389
$173 ﹤0.01%
5
1390
$172 ﹤0.01%
22
+1
1391
$168 ﹤0.01%
8
-42
1392
$166 ﹤0.01%
5
-1
1393
$165 ﹤0.01%
5
+1
1394
$165 ﹤0.01%
+2
1395
$165 ﹤0.01%
4
+1
1396
$165 ﹤0.01%
7
-30
1397
$165 ﹤0.01%
2
-1
1398
$164 ﹤0.01%
3
-8
1399
$162 ﹤0.01%
3
-1
1400
$155 ﹤0.01%
9
-44
54 55
56
57 58