SIC

SJS Investment Consulting Portfolio holdings

AUM $630M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
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
126
$76.3K 0.02%
1,746
127
$71.8K 0.02%
1,324
128
$69.7K 0.02%
2,017
129
$69.3K 0.02%
3,783
-5,268
130
$68.1K 0.02%
212
131
$66.6K 0.02%
3,413
-2,986
132
$66.3K 0.02%
2,236
-6,656
133
$64.3K 0.02%
3,173
134
$64.1K 0.02%
281
+111
135
$63.9K 0.02%
644
-52
136
$62.9K 0.02%
399
-9
137
$62.8K 0.02%
1,310
-40
138
$61K 0.02%
1,590
139
$60.1K 0.02%
2,410
-256
140
$59.8K 0.02%
408
-3
141
$59.2K 0.02%
3,092
142
$58.6K 0.02%
1,568
-3
143
$58.2K 0.02%
259
+1
144
$55.3K 0.02%
600
145
$55K 0.02%
793
-100
146
$54K 0.01%
1,602
-46
147
$53K 0.01%
1,080
+12
148
$52.9K 0.01%
1,095
+24
149
$52.5K 0.01%
2,400
-600
150
$51K 0.01%
1,023
4 5
6
7 8