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
$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
1626
$24 ﹤0.01%
+3
1627
$23 ﹤0.01%
4
1628
$20 ﹤0.01%
10
1629
$20 ﹤0.01%
1
1630
$19 ﹤0.01%
10
1631
$18 ﹤0.01%
13
1632
$17 ﹤0.01%
10
1633
$3 ﹤0.01%
2
1634
– –
0
1635
– –
-20
1636
– –
-65
1637
– –
-9
1638
– –
-108
1639
– –
-3
1640
– –
-19
1641
– –
-275
1642
– –
-2
1643
– –
-9
1644
– –
-1
1645
– –
-27
1646
– –
-27
1647
– –
-2
1648
– –
-6
1649
– –
-2
1650
– –
-4
64 65
66
67 68