We are live on ! Find out more
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
$296M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$21M
3
+$15M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$13.5M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.96M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 9.04%
2 Technology 3.96%
3 Healthcare 3.07%
4 Consumer Discretionary 2.65%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$0 ﹤0.01%
+12
1527
$0 ﹤0.01%
+44
1528
$0 ﹤0.01%
+8
1529
$0 ﹤0.01%
+16
1530
$0 ﹤0.01%
+47
1531
$0 ﹤0.01%
+1
1532
$0 ﹤0.01%
+5
1533
$0 ﹤0.01%
+10
1534
$0 ﹤0.01%
+21
1535
$0 ﹤0.01%
+1
1536
$0 ﹤0.01%
+23
1537
$0 ﹤0.01%
+2
1538
$0 ﹤0.01%
+40
1539
$0 ﹤0.01%
+4
1540
$0 ﹤0.01%
+2
1541
– –
0
1542
$0 ﹤0.01%
+6
1543
$0 ﹤0.01%
+5
1544
– –
0
1545
$0 ﹤0.01%
+2
1546
$0 ﹤0.01%
+4
1547
$0 ﹤0.01%
+1
1548
$0 ﹤0.01%
+4
1549
$0 ﹤0.01%
+2
1550
$0 ﹤0.01%
+6
60 61
62
63 64