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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
1476
$190 ﹤0.01%
5
1477
$190 ﹤0.01%
7
1478
$189 ﹤0.01%
3
1479
$188 ﹤0.01%
2
1480
$187 ﹤0.01%
8
1481
$187 ﹤0.01%
4
1482
$187 ﹤0.01%
3
1483
$184 ﹤0.01%
4
1484
$183 ﹤0.01%
1
1485
$181 ﹤0.01%
4
+1
1486
$180 ﹤0.01%
2
1487
$180 ﹤0.01%
3
-1
1488
$179 ﹤0.01%
34
1489
$176 ﹤0.01%
12
1490
$176 ﹤0.01%
4
-1
1491
$175 ﹤0.01%
4
1492
$174 ﹤0.01%
3
1493
$173 ﹤0.01%
+3
1494
$173 ﹤0.01%
2
1495
$173 ﹤0.01%
3
1496
$173 ﹤0.01%
2
-1
1497
$172 ﹤0.01%
5
-1
1498
$172 ﹤0.01%
2
+1
1499
$171 ﹤0.01%
4
1500
$171 ﹤0.01%
+17
58 59
60
61 62