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
176
$39K 0.01%
+1,950
177
$39K 0.01%
+906
178
$38K 0.01%
+2,238
179
$38K 0.01%
+1,763
180
$36K 0.01%
+161
181
$36K 0.01%
+3,756
182
$36K 0.01%
+1,350
183
$35K 0.01%
+2,012
184
$35K 0.01%
+201
185
$35K 0.01%
+737
186
$35K 0.01%
+1,216
187
$33K 0.01%
+1,525
188
$33K 0.01%
+1,739
189
$33K 0.01%
+480
190
$32K 0.01%
+1,463
191
$32K 0.01%
+111
192
$32K 0.01%
+523
193
$32K 0.01%
+11,461
194
$32K 0.01%
+165
195
$31K 0.01%
+1,529
196
$31K 0.01%
+517
197
$30K 0.01%
+257
198
$30K 0.01%
+1,619
199
$30K 0.01%
+808
200
$29K 0.01%
+480
6 7
8
9 10