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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
126
$214K 0.03%
759
+734
127
$211K 0.03%
294
128
$211K 0.03%
344
+319
129
$208K 0.03%
1,843
130
$208K 0.03%
2,038
+38
131
$207K 0.03%
10,784
+10,770
132
$206K 0.03%
1,277
+73
133
$206K 0.03%
450
+385
134
$202K 0.03%
7,156
+1,570
135
$201K 0.03%
658
+649
136
$194K 0.03%
551
+132
137
$194K 0.03%
3,336
-1,571
138
$189K 0.03%
548
+37
139
$188K 0.03%
550
+480
140
$179K 0.02%
1,506
+1,455
141
$175K 0.02%
2,280
142
$171K 0.02%
2,846
-111
143
$168K 0.02%
1,998
+1,182
144
$167K 0.02%
+2,101
145
$165K 0.02%
+1,288
146
$165K 0.02%
897
+750
147
$163K 0.02%
1,289
+1,278
148
$160K 0.02%
2,296
+17
149
$159K 0.02%
2,959
+2,535
150
$156K 0.02%
1,092
-1
4 5
6
7 8