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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
1526
$149 ﹤0.01%
2
1527
$148 ﹤0.01%
+3
1528
$148 ﹤0.01%
4
+1
1529
$147 ﹤0.01%
2
-1
1530
$147 ﹤0.01%
+1
1531
$147 ﹤0.01%
7
1532
$147 ﹤0.01%
2
1533
$147 ﹤0.01%
9
1534
$147 ﹤0.01%
+3
1535
$146 ﹤0.01%
4
1536
$145 ﹤0.01%
7
1537
$144 ﹤0.01%
2
1538
$144 ﹤0.01%
+15
1539
$142 ﹤0.01%
3
1540
$142 ﹤0.01%
3
-9
1541
$142 ﹤0.01%
10
1542
$141 ﹤0.01%
4
1543
$139 ﹤0.01%
+3
1544
$137 ﹤0.01%
15
1545
$137 ﹤0.01%
2
1546
$136 ﹤0.01%
3
1547
$136 ﹤0.01%
5
1548
$135 ﹤0.01%
4
1549
$135 ﹤0.01%
11
1550
$134 ﹤0.01%
15
60 61
62
63 64