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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
1551
$134 ﹤0.01%
25
+20
1552
$133 ﹤0.01%
1
1553
$133 ﹤0.01%
27
1554
$133 ﹤0.01%
9
-24
1555
$132 ﹤0.01%
2
-2
1556
$132 ﹤0.01%
+1
1557
$132 ﹤0.01%
10
1558
$132 ﹤0.01%
5
1559
$131 ﹤0.01%
2
1560
$128 ﹤0.01%
2
-14
1561
$127 ﹤0.01%
2
1562
$126 ﹤0.01%
4
-4
1563
$121 ﹤0.01%
8
-55
1564
$120 ﹤0.01%
1
1565
$119 ﹤0.01%
4
1566
$118 ﹤0.01%
1
1567
$115 ﹤0.01%
+19
1568
$114 ﹤0.01%
+4
1569
$114 ﹤0.01%
2
-2
1570
$112 ﹤0.01%
+3
1571
$111 ﹤0.01%
4
1572
$111 ﹤0.01%
5
1573
$110 ﹤0.01%
2
1574
$104 ﹤0.01%
6
1575
$100 ﹤0.01%
8
61 62
63
64 65