SIC

SJS Investment Consulting Portfolio holdings

AUM $630M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
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
+$9.05M
2
+$4.58M
3
+$1.68M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.49M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$998K

Top Sells

1
+$760K
2
+$630K
3
+$583K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$377K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$229K

Sector Composition

1 Consumer Staples 6.79%
2 Technology 4.41%
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
151
$50.4K 0.01%
4,536
152
$48.6K 0.01%
569
-6
153
$48.3K 0.01%
1,230
+12
154
$45.7K 0.01%
94
-1
155
$45.2K 0.01%
226
-1
156
$42.7K 0.01%
1,126
+48
157
$41.7K 0.01%
197
+38
158
$41.4K 0.01%
3,289
-795
159
$41.4K 0.01%
2,238
160
$41.2K 0.01%
116
-60
161
$40.4K 0.01%
163
-2
162
$40K 0.01%
215
+12
163
$39.9K 0.01%
3,838
+40
164
$39.7K 0.01%
990
-3
165
$39.6K 0.01%
1,763
166
$38.2K 0.01%
167
+4
167
$37.8K 0.01%
1,012
+300
168
$37.3K 0.01%
737
169
$36.8K 0.01%
2,012
170
$36.7K 0.01%
112
-4
171
$36.4K 0.01%
480
172
$35.7K 0.01%
1,739
173
$34.9K 0.01%
1,525
174
$34.7K 0.01%
395
+16
175
$34.6K 0.01%
1,610
+82
5 6
7
8 9