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
201
$29K 0.01%
+1,437
202
$29K 0.01%
+1,497
203
$28K 0.01%
+106
204
$28K 0.01%
+1,511
205
$28K 0.01%
+150
206
$27K 0.01%
+1,425
207
$27K 0.01%
+1,365
208
$27K 0.01%
+332
209
$27K 0.01%
+342
210
$27K 0.01%
+983
211
$27K 0.01%
+1,938
212
$27K 0.01%
+174
213
$26K 0.01%
+310
214
$26K 0.01%
+1,692
215
$26K 0.01%
+231
216
$26K 0.01%
+312
217
$25K 0.01%
+500
218
$25K 0.01%
+118
219
$24K 0.01%
+1,424
220
$24K 0.01%
+875
221
$24K 0.01%
+156
222
$23K 0.01%
+258
223
$23K 0.01%
+663
224
$22K 0.01%
+475
225
$22K 0.01%
+233
7 8
9
10 11