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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
151
$155K 0.02%
3,000
-280
152
$153K 0.02%
1,078
+649
153
$153K 0.02%
1,096
+1,085
154
$152K 0.02%
1,135
+573
155
$147K 0.02%
7,865
156
$145K 0.02%
616
+604
157
$144K 0.02%
3,237
+134
158
$142K 0.02%
1,258
+1,245
159
$141K 0.02%
376
+226
160
$140K 0.02%
1,598
+1,394
161
$137K 0.02%
+711
162
$134K 0.02%
658
+388
163
$133K 0.02%
683
+562
164
$133K 0.02%
788
165
$132K 0.02%
402
+388
166
$130K 0.02%
1,095
+862
167
$126K 0.02%
586
168
$124K 0.02%
4,854
-653
169
$121K 0.02%
1,120
170
$121K 0.02%
156
+100
171
$120K 0.02%
6,983
172
$119K 0.02%
1,726
173
$118K 0.02%
3,500
174
$117K 0.02%
1,168
+777
175
$113K 0.02%
1,129
-5
5 6
7
8 9