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
$296M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$19.8M
3
+$14.7M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$12M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.08M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 9.04%
2 Technology 3.96%
3 Healthcare 3.07%
4 Consumer Discretionary 2.65%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$75K 0.03%
+352
127
$75K 0.03%
+1,173
128
$74K 0.03%
+3,180
129
$74K 0.03%
+275
130
$72K 0.02%
+6,451
131
$72K 0.02%
+759
132
$71K 0.02%
+786
133
$70K 0.02%
+679
134
$70K 0.02%
+1,600
135
$69K 0.02%
+616
136
$68K 0.02%
+707
137
$67K 0.02%
+1,746
138
$66K 0.02%
+840
139
$65K 0.02%
+389
140
$63K 0.02%
+1,104
141
$63K 0.02%
+2,434
142
$63K 0.02%
+234
143
$63K 0.02%
+1,984
144
$63K 0.02%
+1,324
145
$62K 0.02%
+2,799
146
$62K 0.02%
+2,588
147
$61K 0.02%
+744
148
$61K 0.02%
+332
149
$59K 0.02%
+440
150
$59K 0.02%
+1,473
4 5
6
7 8