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
201
$42.1K 0.01%
1,176
-421
202
$41.7K 0.01%
4,029
+68
203
$41.5K 0.01%
1,395
+150
204
$41.1K 0.01%
166
-104
205
$40.8K 0.01%
420
+250
206
$40.8K 0.01%
1,228
+3
207
$40.2K 0.01%
556
208
$40.2K 0.01%
426
+177
209
$40.2K 0.01%
84
+72
210
$39.1K 0.01%
170
+4
211
$39K 0.01%
526
+6
212
$38.7K 0.01%
1,002
+3
213
$38.1K 0.01%
336
+25
214
$36.2K 0.01%
938
-4
215
$35.8K 0.01%
1,709
-5,136
216
$35.7K 0.01%
91
+77
217
$35.6K 0.01%
613
-1,323
218
$35.6K 0.01%
1,440
219
$35.5K 0.01%
3,623
+500
220
$35.5K 0.01%
1,736
-3,159
221
$35.2K 0.01%
2,651
+15
222
$34.8K 0.01%
497
-1
223
$34.7K 0.01%
11
+10
224
$34.3K 0.01%
45
+43
225
$34.2K 0.01%
197
+2
7 8
9
10 11