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
126
$107K 0.02%
333
+223
127
$104K 0.02%
1,253
128
$103K 0.02%
823
+394
129
$101K 0.02%
526
-20
130
$99.3K 0.02%
1,980
-145
131
$96.5K 0.02%
6,103
+4
132
$95.6K 0.02%
1,726
-20
133
$94.6K 0.02%
4,924
134
$92.8K 0.02%
356
+246
135
$92.4K 0.02%
443
+389
136
$91.9K 0.02%
1,586
+63
137
$91.5K 0.02%
760
+3
138
$89.4K 0.02%
3,630
-606
139
$89K 0.02%
2,016
-110
140
$84.4K 0.02%
1,310
141
$81.7K 0.02%
3,636
+66
142
$80.9K 0.02%
610
+200
143
$79.2K 0.02%
253
-6
144
$77.2K 0.02%
1,271
-1,789
145
$76.6K 0.02%
556
+94
146
$75.8K 0.02%
945
147
$73.5K 0.01%
1,750
-1,255
148
$73K 0.01%
10,000
149
$71.9K 0.01%
560
+410
150
$71.1K 0.01%
540
-400
4 5
6
7 8