We are live on ! Find out more
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
1401
$272 ﹤0.01%
6
-9
1402
$271 ﹤0.01%
+1
1403
$271 ﹤0.01%
6
1404
$271 ﹤0.01%
18
+2
1405
$270 ﹤0.01%
2
1406
$268 ﹤0.01%
2
1407
$268 ﹤0.01%
4
1408
$268 ﹤0.01%
8
+5
1409
$267 ﹤0.01%
+5
1410
$266 ﹤0.01%
4
1411
$264 ﹤0.01%
3
-1
1412
$264 ﹤0.01%
2
1413
$260 ﹤0.01%
20
1414
$258 ﹤0.01%
14
1415
$257 ﹤0.01%
3
1416
$257 ﹤0.01%
+4
1417
$254 ﹤0.01%
12
+6
1418
$254 ﹤0.01%
+1
1419
$253 ﹤0.01%
22
1420
$253 ﹤0.01%
3
1421
$252 ﹤0.01%
12
1422
$251 ﹤0.01%
3
1423
$249 ﹤0.01%
4
+2
1424
$248 ﹤0.01%
10
1425
$246 ﹤0.01%
4
55 56
57
58 59