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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
176
$112K 0.02%
332
177
$111K 0.02%
+4,842
178
$109K 0.01%
656
+386
179
$109K 0.01%
670
+323
180
$107K 0.01%
2,845
181
$107K 0.01%
+15,000
182
$105K 0.01%
359
183
$103K 0.01%
2,928
+2,889
184
$102K 0.01%
1,132
-3
185
$101K 0.01%
601
+327
186
$100K 0.01%
876
+865
187
$99.8K 0.01%
757
188
$99.5K 0.01%
891
-459
189
$99K 0.01%
3,550
190
$99K 0.01%
174
+101
191
$98.8K 0.01%
578
+31
192
$97.9K 0.01%
1,028
+700
193
$97.6K 0.01%
+267
194
$96K 0.01%
289
+241
195
$95.9K 0.01%
775
+766
196
$94.9K 0.01%
767
+737
197
$93.4K 0.01%
130
-110
198
$90.7K 0.01%
1,402
199
$89.1K 0.01%
3,264
+489
200
$88.3K 0.01%
480
+240
6 7
8
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