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

Top Buys

1
+$5.45M
2
+$3.79M
3
+$2.14M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$2.04M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.72M

Top Sells

1
+$737K
2
+$660K
3
+$387K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$282K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$257K

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
in Stake 		Capital Flow
151
$70.9K 0.01%
1,000
+572
152
$70.6K 0.01%
475
+26
153
$70.2K 0.01%
108
154
$70K 0.01%
+560
155
$68.5K 0.01%
1,001
+879
156
$68.5K 0.01%
566
-470
157
$67.6K 0.01%
129
+62
158
$67.5K 0.01%
761
-257
159
$67.4K 0.01%
190
+174
160
$67.3K 0.01%
512
+200
161
$66.3K 0.01%
600
162
$66.3K 0.01%
1,144
+1,031
163
$65.3K 0.01%
231
-1
164
$64.7K 0.01%
401
-1
165
$64.4K 0.01%
2,800
+789
166
$64.1K 0.01%
+3,913
167
$64K 0.01%
3,499
168
$64K 0.01%
3,190
169
$63.9K 0.01%
3,313
170
$60.9K 0.01%
2,943
+1,005
171
$58.8K 0.01%
737
+720
172
$58K 0.01%
1,598
-2
173
$57.5K 0.01%
99
+81
174
$56.9K 0.01%
385
+374
175
$55.7K 0.01%
120
-1
5 6
7
8 9