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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
1601
$56 ﹤0.01%
14
1602
$56 ﹤0.01%
24
+9
1603
$53 ﹤0.01%
3
1604
$52 ﹤0.01%
4
-8
1605
$52 ﹤0.01%
1
1606
$51 ﹤0.01%
1
1607
$50 ﹤0.01%
1
1608
$50 ﹤0.01%
15
1609
$49 ﹤0.01%
1
-2
1610
$47 ﹤0.01%
7
-15
1611
$47 ﹤0.01%
2
1612
$45 ﹤0.01%
1
1613
$44 ﹤0.01%
+1
1614
$44 ﹤0.01%
+2
1615
$42 ﹤0.01%
1
1616
$42 ﹤0.01%
6
1617
$41 ﹤0.01%
+2
1618
$40 ﹤0.01%
4
1619
$40 ﹤0.01%
2
1620
$37 ﹤0.01%
3
-9
1621
$37 ﹤0.01%
+3
1622
$37 ﹤0.01%
3
1623
$33 ﹤0.01%
3
1624
$31 ﹤0.01%
+1
1625
$30 ﹤0.01%
1
63 64
65
66 67