We are live on ! Find out more
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
$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
in Stake 		Capital Flow
1601
– –
0
1602
– –
-2
1603
– –
-2
1604
– –
-1
1605
– –
-9
1606
– –
-9
1607
– –
-1,150
1608
– –
-5
1609
– –
-1,212
1610
– –
-1
1611
– –
-22
1612
– –
-2
1613
– –
-96
1614
– –
-1
1615
– –
-42
1616
– –
-1
1617
– –
-2
1618
– –
-1
1619
– –
-2
1620
– –
-300
1621
– –
-2
1622
– –
-10
1623
– –
-3
1624
– –
-14
1625
– –
-1
63 64
65
66 67