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
176
$55.1K 0.01%
218
+205
177
$53.9K 0.01%
385
+258
178
$52.4K 0.01%
301
+23
179
$52.3K 0.01%
520
+1
180
$52.3K 0.01%
3,793
181
$52.2K 0.01%
167
+131
182
$52K 0.01%
109
+93
183
$51.3K 0.01%
435
+235
184
$50.9K 0.01%
1,173
+10
185
$50.2K 0.01%
4,536
186
$50.1K 0.01%
410
+3
187
$49.2K 0.01%
197
+172
188
$48.4K 0.01%
227
+205
189
$47.6K 0.01%
554
190
$47.2K 0.01%
163
-3
191
$46.4K 0.01%
109
+96
192
$46.2K 0.01%
852
+1
193
$46.1K 0.01%
169
+135
194
$45.6K 0.01%
1,185
+410
195
$45.1K 0.01%
1,497
-125
196
$44K 0.01%
296
+280
197
$43.8K 0.01%
91
-1
198
$43.6K 0.01%
2,009
-1
199
$43K 0.01%
263
200
$42.7K 0.01%
2,238
6 7
8
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