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
1551
$125 ﹤0.01%
2
-1
1552
$124 ﹤0.01%
7
-44
1553
$122 ﹤0.01%
3
-1
1554
$122 ﹤0.01%
12
1555
$121 ﹤0.01%
13
-34
1556
$120 ﹤0.01%
3
1557
$118 ﹤0.01%
4
1558
$117 ﹤0.01%
4
-1
1559
$117 ﹤0.01%
6
1560
$115 ﹤0.01%
+4
1561
$113 ﹤0.01%
12
-2
1562
$111 ﹤0.01%
5
+2
1563
$108 ﹤0.01%
5
-2
1564
$105 ﹤0.01%
7
-4
1565
$102 ﹤0.01%
20
+2
1566
$101 ﹤0.01%
3
-1
1567
$98 ﹤0.01%
2
+1
1568
$97 ﹤0.01%
4
1569
$97 ﹤0.01%
5
1570
$97 ﹤0.01%
3
-1
1571
$97 ﹤0.01%
7
-10
1572
$96 ﹤0.01%
6
1573
$95 ﹤0.01%
5
1574
$95 ﹤0.01%
4
1575
$93 ﹤0.01%
27
+1
61 62
63
64 65