SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,651
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$4.55M
3
+$1.67M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.47M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.04M

Top Sells

1
+$1.11M
2
+$603K
3
+$578K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$370K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$226K

Sector Composition

1 Consumer Staples 6.79%
2 Technology 4.4%
3 Healthcare 2.85%
4 Consumer Discretionary 1.96%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
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