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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
1376
$294 ﹤0.01%
5
1377
$294 ﹤0.01%
5
1378
$294 ﹤0.01%
5
1379
$292 ﹤0.01%
+2
1380
$292 ﹤0.01%
32
1381
$291 ﹤0.01%
8
-4
1382
$291 ﹤0.01%
3
1383
$290 ﹤0.01%
+22
1384
$288 ﹤0.01%
5
1385
$288 ﹤0.01%
20
1386
$285 ﹤0.01%
5
1387
$285 ﹤0.01%
3
1388
$283 ﹤0.01%
5
1389
$283 ﹤0.01%
8
-3
1390
$281 ﹤0.01%
2
1391
$280 ﹤0.01%
3
1392
$277 ﹤0.01%
4
1393
$277 ﹤0.01%
6
1394
$276 ﹤0.01%
1
1395
$276 ﹤0.01%
8
+4
1396
$275 ﹤0.01%
4
1397
$274 ﹤0.01%
5
+3
1398
$274 ﹤0.01%
+4
1399
$272 ﹤0.01%
6
1400
$272 ﹤0.01%
22
+17
54 55
56
57 58