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
1376
$376 ﹤0.01%
6
1377
$375 ﹤0.01%
20
1378
$374 ﹤0.01%
7
1379
$374 ﹤0.01%
14
-4
1380
$373 ﹤0.01%
13
+1
1381
$373 ﹤0.01%
26
1382
$372 ﹤0.01%
7
+1
1383
$365 ﹤0.01%
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1384
$365 ﹤0.01%
10
-2
1385
$364 ﹤0.01%
21
1386
$364 ﹤0.01%
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$360 ﹤0.01%
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$359 ﹤0.01%
5
+2
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$357 ﹤0.01%
2
-6
1390
$354 ﹤0.01%
+2
1391
$353 ﹤0.01%
13
1392
$352 ﹤0.01%
10
1393
$351 ﹤0.01%
10
-1
1394
$351 ﹤0.01%
5
+1
1395
$351 ﹤0.01%
23
-1
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$348 ﹤0.01%
7
1397
$348 ﹤0.01%
5
+3
1398
$345 ﹤0.01%
25
-1
1399
$344 ﹤0.01%
9
+1
1400
$343 ﹤0.01%
13
+1
54 55
56
57 58