SIC

SJS Investment Consulting Portfolio holdings

AUM $731M
1-Year Est. Return 12.87%
This Quarter Est. Return
1 Year Est. Return
+12.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$19.8M
3
+$14.7M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$12M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$7.08M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 9.04%
2 Technology 3.96%
3 Healthcare 3.07%
4 Consumer Discretionary 2.65%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$58K 0.02%
+2,665
152
$56K 0.02%
+787
153
$56K 0.02%
+1,124
154
$56K 0.02%
+1,350
155
$55K 0.02%
+369
156
$54K 0.02%
+415
157
$54K 0.02%
+1,235
158
$53K 0.02%
+322
159
$53K 0.02%
+131
160
$52K 0.02%
+2,429
161
$51K 0.02%
+366
162
$51K 0.02%
+691
163
$49K 0.02%
+1,756
164
$48K 0.02%
+230
165
$48K 0.02%
+4,536
166
$47K 0.02%
+600
167
$45K 0.02%
+584
168
$44K 0.01%
+720
169
$44K 0.01%
+543
170
$44K 0.01%
+227
171
$43K 0.01%
+226
172
$43K 0.01%
+1,176
173
$42K 0.01%
+1,023
174
$42K 0.01%
+569
175
$42K 0.01%
+353
5 6
7
8 9