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
201
$26.7K 0.01%
487
+58
202
$26.5K 0.01%
882
+19
203
$26.1K 0.01%
228
-45
204
$26K 0.01%
256
+7
205
$25.8K 0.01%
67
206
$25.1K 0.01%
928
+24
207
$24.8K 0.01%
328
-18
208
$24.7K 0.01%
475
209
$24.5K 0.01%
399
+282
210
$24.3K 0.01%
775
-90
211
$23.5K 0.01%
1,027
+21
212
$23.2K 0.01%
186
213
$23.2K 0.01%
105
-6
214
$23.1K 0.01%
65
-5
215
$22.8K 0.01%
1,301
+12
216
$22.7K 0.01%
120
+74
217
$22.7K 0.01%
325
218
$22.4K 0.01%
224
+220
219
$22.2K 0.01%
300
220
$22K 0.01%
118
+1
221
$21.6K 0.01%
358
-27
222
$21.4K 0.01%
215
223
$21.3K 0.01%
581
-12
224
$21.2K 0.01%
330
+60
225
$21.1K 0.01%
824
-10
7 8
9
10 11