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
$367M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,651
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$4.58M
3
+$1.68M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.49M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$998K

Top Sells

1
+$760K
2
+$630K
3
+$583K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$377K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$229K

Sector Composition

1 Consumer Staples 6.79%
2 Technology 4.41%
3 Healthcare 2.85%
4 Consumer Discretionary 1.96%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$110 ﹤0.01%
5
-2
1452
$110 ﹤0.01%
3
+1
1453
$107 ﹤0.01%
25
1454
$106 ﹤0.01%
3
-2
1455
$106 ﹤0.01%
+3
1456
$104 ﹤0.01%
4
-4
1457
$104 ﹤0.01%
+3
1458
$104 ﹤0.01%
3
1459
$103 ﹤0.01%
+3
1460
$103 ﹤0.01%
11
-20
1461
$102 ﹤0.01%
3
+2
1462
$100 ﹤0.01%
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-16
1463
$100 ﹤0.01%
5
+2
1464
$98 ﹤0.01%
6
-8
1465
$97 ﹤0.01%
1
-1
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$94 ﹤0.01%
9
1467
$93 ﹤0.01%
3
+1
1468
$93 ﹤0.01%
+2
1469
$91 ﹤0.01%
4
-22
1470
$89 ﹤0.01%
+1
1471
$87 ﹤0.01%
10
1472
$87 ﹤0.01%
+6
1473
$87 ﹤0.01%
4
-2
1474
$86 ﹤0.01%
+5
1475
$86 ﹤0.01%
3
-18
57 58
59
60 61