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
1426
$286 ﹤0.01%
2
1427
$282 ﹤0.01%
6
1428
$280 ﹤0.01%
12
+5
1429
$278 ﹤0.01%
13
+4
1430
$277 ﹤0.01%
14
-4
1431
$276 ﹤0.01%
23
1432
$275 ﹤0.01%
6
1433
$274 ﹤0.01%
4
+1
1434
$270 ﹤0.01%
7
1435
$269 ﹤0.01%
5
-10
1436
$266 ﹤0.01%
12
1437
$266 ﹤0.01%
2
1438
$265 ﹤0.01%
4
1439
$263 ﹤0.01%
6
1440
$263 ﹤0.01%
12
-1
1441
$261 ﹤0.01%
4
1442
$258 ﹤0.01%
11
+3
1443
$257 ﹤0.01%
8
-2
1444
$255 ﹤0.01%
5
1445
$254 ﹤0.01%
11
-2
1446
$253 ﹤0.01%
21
+3
1447
$253 ﹤0.01%
23
-2
1448
$248 ﹤0.01%
32
+9
1449
$248 ﹤0.01%
1
1450
$247 ﹤0.01%
4
56 57
58
59 60