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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
1576
$100 ﹤0.01%
4
+1
1577
$96 ﹤0.01%
2
1578
$95 ﹤0.01%
1
1579
$94 ﹤0.01%
2
-2
1580
$93 ﹤0.01%
2
1581
$89 ﹤0.01%
2
1582
$84 ﹤0.01%
2
1583
$82 ﹤0.01%
1
-5
1584
$81 ﹤0.01%
2
+1
1585
$81 ﹤0.01%
3
1586
$73 ﹤0.01%
+2
1587
$72 ﹤0.01%
3
-1
1588
$72 ﹤0.01%
1
1589
$71 ﹤0.01%
+1
1590
$70 ﹤0.01%
1
-1
1591
$70 ﹤0.01%
1
1592
$69 ﹤0.01%
2
-2
1593
$65 ﹤0.01%
1
1594
$65 ﹤0.01%
3
+1
1595
$62 ﹤0.01%
1
-8
1596
$62 ﹤0.01%
1
1597
$61 ﹤0.01%
2
1598
$59 ﹤0.01%
4
1599
$58 ﹤0.01%
+1
1600
$57 ﹤0.01%
1
62 63
64
65 66