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
1476
$212 ﹤0.01%
4
-1
1477
$212 ﹤0.01%
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1478
$210 ﹤0.01%
6
1479
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21
+5
1480
$207 ﹤0.01%
2
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$207 ﹤0.01%
4
+1
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$204 ﹤0.01%
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3
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+14
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$199 ﹤0.01%
3
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$197 ﹤0.01%
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$194 ﹤0.01%
3
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$192 ﹤0.01%
5
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$191 ﹤0.01%
6
1497
$186 ﹤0.01%
13
-1
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$185 ﹤0.01%
14
-22
1499
$184 ﹤0.01%
4
+1
1500
$183 ﹤0.01%
10
-21
58 59
60
61 62