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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
1451
$212 ﹤0.01%
+1
1452
$212 ﹤0.01%
18
1453
$212 ﹤0.01%
40
1454
$210 ﹤0.01%
4
1455
$210 ﹤0.01%
4
1456
$209 ﹤0.01%
1
1457
$209 ﹤0.01%
11
-1,000
1458
$207 ﹤0.01%
+7
1459
$207 ﹤0.01%
6
1460
$203 ﹤0.01%
5
-1
1461
$201 ﹤0.01%
15
+1
1462
$201 ﹤0.01%
3
-3
1463
$201 ﹤0.01%
16
1464
$199 ﹤0.01%
11
1465
$199 ﹤0.01%
2
-1
1466
$198 ﹤0.01%
1
1467
$198 ﹤0.01%
4
1468
$197 ﹤0.01%
3
1469
$196 ﹤0.01%
+2
1470
$196 ﹤0.01%
7
-8
1471
$194 ﹤0.01%
30
1472
$193 ﹤0.01%
9
1473
$193 ﹤0.01%
5
1474
$191 ﹤0.01%
1
1475
$191 ﹤0.01%
2
57 58
59
60 61