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
1576
$93 ﹤0.01%
8
-6
1577
$91 ﹤0.01%
32
+9
1578
$90 ﹤0.01%
20
-200
1579
$89 ﹤0.01%
1
1580
$89 ﹤0.01%
4
1581
$88 ﹤0.01%
8
1582
$88 ﹤0.01%
3
1583
$88 ﹤0.01%
2
-3
1584
$87 ﹤0.01%
7
-2
1585
$83 ﹤0.01%
10
1586
$79 ﹤0.01%
5
1587
$78 ﹤0.01%
4
+1
1588
$77 ﹤0.01%
1
-1
1589
$77 ﹤0.01%
22
1590
$75 ﹤0.01%
2
1591
$74 ﹤0.01%
+1
1592
$74 ﹤0.01%
2
-1
1593
$70 ﹤0.01%
6
1594
$69 ﹤0.01%
15
1595
$67 ﹤0.01%
2
1596
$66 ﹤0.01%
2
+1
1597
$65 ﹤0.01%
5
-4
1598
$65 ﹤0.01%
1
1599
$64 ﹤0.01%
4
-1
1600
$62 ﹤0.01%
2
-2
62 63
64
65 66