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
1451
$244 ﹤0.01%
+13
1452
$243 ﹤0.01%
26
-1
1453
$241 ﹤0.01%
3
-3
1454
$237 ﹤0.01%
15
+1
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$236 ﹤0.01%
6
1456
$229 ﹤0.01%
4
1457
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3
1458
$228 ﹤0.01%
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+3
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$227 ﹤0.01%
6
+2
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$227 ﹤0.01%
4
-3
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$227 ﹤0.01%
15
-5
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$226 ﹤0.01%
1
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$224 ﹤0.01%
1
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$223 ﹤0.01%
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$222 ﹤0.01%
19
+3
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$221 ﹤0.01%
+2
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$221 ﹤0.01%
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-2
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$218 ﹤0.01%
25
1470
$218 ﹤0.01%
14
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1471
$216 ﹤0.01%
8
1472
$216 ﹤0.01%
5
1473
$215 ﹤0.01%
2
1474
$215 ﹤0.01%
2
1475
$213 ﹤0.01%
3
57 58
59
60 61