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
$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
176
$34.1K 0.01%
528
-44
177
$33.4K 0.01%
403
+263
178
$33.4K 0.01%
1,529
179
$32.8K 0.01%
1,692
180
$32.7K 0.01%
90
+9
181
$32.7K 0.01%
229
182
$31.7K 0.01%
500
183
$31.4K 0.01%
1,463
184
$31.3K 0.01%
1,619
185
$31.2K 0.01%
1,938
186
$31.1K 0.01%
332
187
$30.2K 0.01%
96
-6
188
$30.2K 0.01%
1,128
-1,218
189
$30K 0.01%
1,497
190
$29.7K 0.01%
512
-17
191
$29.1K 0.01%
193
-3
192
$29K 0.01%
11,461
193
$28.8K 0.01%
1,365
194
$28.6K 0.01%
430
+409
195
$28.1K 0.01%
320
-2
196
$27.5K 0.01%
1,425
197
$27.4K 0.01%
522
-197
198
$27.3K 0.01%
313
-21
199
$27.3K 0.01%
159
-18
200
$26.8K 0.01%
535
+500
6 7
8
9 10