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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
1501
$170 ﹤0.01%
21
+17
1502
$168 ﹤0.01%
4
1503
$167 ﹤0.01%
7
1504
$166 ﹤0.01%
3
1505
$165 ﹤0.01%
+1
1506
$165 ﹤0.01%
3
-5
1507
$165 ﹤0.01%
30
+29
1508
$164 ﹤0.01%
5
+4
1509
$163 ﹤0.01%
58
1510
$163 ﹤0.01%
+4
1511
$163 ﹤0.01%
6
1512
$163 ﹤0.01%
+2
1513
$163 ﹤0.01%
+2
1514
$161 ﹤0.01%
20
1515
$160 ﹤0.01%
3
1516
$160 ﹤0.01%
1
1517
$159 ﹤0.01%
3
-2
1518
$158 ﹤0.01%
4
1519
$156 ﹤0.01%
6
+1
1520
$156 ﹤0.01%
5
-2
1521
$155 ﹤0.01%
+2
1522
$153 ﹤0.01%
20
1523
$153 ﹤0.01%
2
1524
$152 ﹤0.01%
+5
1525
$151 ﹤0.01%
3
59 60
61
62 63