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
1526
$150 ﹤0.01%
8
1527
$149 ﹤0.01%
51
+15
1528
$148 ﹤0.01%
13
1529
$147 ﹤0.01%
5
1530
$147 ﹤0.01%
13
+4
1531
$147 ﹤0.01%
4
1532
$146 ﹤0.01%
23
+18
1533
$146 ﹤0.01%
3
1534
$145 ﹤0.01%
2
1535
$145 ﹤0.01%
9
1536
$143 ﹤0.01%
5
-55
1537
$143 ﹤0.01%
4
+1
1538
$143 ﹤0.01%
11
-3
1539
$139 ﹤0.01%
+2
1540
$138 ﹤0.01%
7
+1
1541
$137 ﹤0.01%
3
1542
$137 ﹤0.01%
9
+8
1543
$137 ﹤0.01%
4
+1
1544
$137 ﹤0.01%
4
-1
1545
$132 ﹤0.01%
12
+1
1546
$130 ﹤0.01%
1
1547
$130 ﹤0.01%
7
+2
1548
$129 ﹤0.01%
15
-9
1549
$128 ﹤0.01%
6
+1
1550
$127 ﹤0.01%
9
-1
60 61
62
63 64