SIC
SJS Investment Consulting Portfolio holdings
AUM
$630M
1-Year Return
12.23%
This Quarter Return
+9.56%
1 Year Return
+12.23%
3 Year Return
+53.65%
5 Year Return
–
10 Year Return
–
AUM
$333M
AUM Growth
–
Cap. Flow
+$333M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.5%
Holding
549
New
545
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$207M |
| 2 |
Hormel Foods
HRL
|
$20.9M |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$10.3M |
| 4 |
Apple
AAPL
|
$8.64M |
| 5 |
Eli Lilly
LLY
|
$5.19M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 8.69% |
| 2 | Technology | 5.14% |
| 3 | Financials | 3.32% |
| 4 | Consumer Discretionary | 2.52% |
| 5 | Healthcare | 2.51% |
