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
$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
1476
$85 ﹤0.01%
1
-2
1477
$85 ﹤0.01%
6
+3
1478
$83 ﹤0.01%
5
+3
1479
$82 ﹤0.01%
1
-4
1480
$82 ﹤0.01%
20
+12
1481
$78 ﹤0.01%
3
+1
1482
$77 ﹤0.01%
4
+1
1483
$77 ﹤0.01%
10
-1
1484
$77 ﹤0.01%
+4
1485
$75 ﹤0.01%
2
-1
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$75 ﹤0.01%
2
-5
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$73 ﹤0.01%
2
-46
1488
$71 ﹤0.01%
+4
1489
$70 ﹤0.01%
+6
1490
$70 ﹤0.01%
14
-6
1491
$69 ﹤0.01%
4
-1
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$68 ﹤0.01%
4
+1
1493
– –
0
1494
$67 ﹤0.01%
2
-5
1495
$65 ﹤0.01%
2
1496
$64 ﹤0.01%
+4
1497
$64 ﹤0.01%
2
-8
1498
$63 ﹤0.01%
2
-9
1499
$63 ﹤0.01%
1
-4
1500
$63 ﹤0.01%
3
+1
58 59
60
61 62