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SIC
SJS Investment Consulting Portfolio holdings
AUM
$919M
1-Year Est. Return
23.4%
This Fund
S&P 500
This Quarter
Est. Return
+9.56%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$333M
AUM Growth
–
Cap. Flow
+$324M
Cap. Flow
% of AUM
97.12%
Top 10 Holdings %
Top 10 Hldgs %
79.47%
Holding
550
New
545
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$202M |
| 2 |
Hormel Foods
HRL
|
+$18.8M |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$10.3M |
| 4 |
Apple
AAPL
|
+$7.69M |
| 5 |
Eli Lilly
LLY
|
+$4.76M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 8.68% |
| 2 | Technology | 5.12% |
| 3 | Financials | 3.33% |
| 4 | Healthcare | 2.52% |
| 5 | Consumer Discretionary | 2.51% |
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SJS Investment Consulting's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for SJS Investment Consulting, which disclosed 550 positions worth $333M. Its ten largest holdings account for 79% of the portfolio.
Its largest position is Dimensional US Core Equity 2 ETF: 7,154,141 shares worth $207M.
By sector, the portfolio is most concentrated in Consumer Staples at 8.7% of assets, followed by Technology and Financials.
- SJS Investment Consulting's largest Q4 2021 buy was Dimensional US Core Equity 2 ETF: 7,154,141 shares worth $207M.
- SJS Investment Consulting's ten largest holdings make up 79% of its $333M portfolio in Q4 2021.
- SJS Investment Consulting disclosed 550 positions in Q4 2021, its first 13F filing on record.
Based on SJS Investment Consulting's 13F filing for Q4 2021, filed 11 Feb 2022.