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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
1426
$246 ﹤0.01%
3
1427
$245 ﹤0.01%
3
1428
$244 ﹤0.01%
12
+3
1429
$244 ﹤0.01%
8
1430
$243 ﹤0.01%
1
1431
$242 ﹤0.01%
2
1432
$240 ﹤0.01%
2
1433
$238 ﹤0.01%
18
1434
$235 ﹤0.01%
2
+1
1435
$231 ﹤0.01%
12
1436
$230 ﹤0.01%
4
1437
$230 ﹤0.01%
+1
1438
$229 ﹤0.01%
3
1439
$229 ﹤0.01%
+12
1440
$227 ﹤0.01%
6
1441
$226 ﹤0.01%
14
1442
$222 ﹤0.01%
6
-3
1443
$217 ﹤0.01%
5
1444
$217 ﹤0.01%
6
1445
$216 ﹤0.01%
14
1446
$216 ﹤0.01%
17
1447
$216 ﹤0.01%
27
+14
1448
$214 ﹤0.01%
3
1449
$214 ﹤0.01%
4
+3
1450
$213 ﹤0.01%
7
56 57
58
59 60