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
$501M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,699
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$3.58M
3
+$2.03M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$2.01M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.33M

Top Sells

1
+$736K
2
+$640K
3
+$430K
4
BA icon
Boeing
BA
+$268K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$267K

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
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