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
1501
$181 ﹤0.01%
5
+1
1502
$179 ﹤0.01%
4
-1
1503
$179 ﹤0.01%
10
+3
1504
$177 ﹤0.01%
6
-4
1505
$175 ﹤0.01%
4
+2
1506
$175 ﹤0.01%
7
-2
1507
$173 ﹤0.01%
2
1508
$172 ﹤0.01%
4
-1
1509
$172 ﹤0.01%
3
1510
$171 ﹤0.01%
3
1511
$170 ﹤0.01%
17
1512
$169 ﹤0.01%
9
-2
1513
$168 ﹤0.01%
4
1514
$168 ﹤0.01%
6
+2
1515
$165 ﹤0.01%
2
1516
$163 ﹤0.01%
2
-8
1517
$163 ﹤0.01%
3
1518
$162 ﹤0.01%
9
1519
$160 ﹤0.01%
4
1520
$157 ﹤0.01%
7
-718
1521
$154 ﹤0.01%
1
1522
$154 ﹤0.01%
5
-1
1523
$153 ﹤0.01%
6
-2
1524
$150 ﹤0.01%
4
1525
$150 ﹤0.01%
+80
59 60
61
62 63