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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
201
$87.5K 0.01%
2,786
+2,049
202
$86.2K 0.01%
1,047
+190
203
$84.3K 0.01%
+150
204
$83K 0.01%
877
+14
205
$82.7K 0.01%
600
206
$81K 0.01%
11,313
207
$80.7K 0.01%
101
+34
208
$80.5K 0.01%
1,680
+1,103
209
$78.8K 0.01%
275
+272
210
$77.9K 0.01%
659
+654
211
$77.9K 0.01%
1,084
+13
212
$77.5K 0.01%
2,943
213
$76.1K 0.01%
+164
214
$74.5K 0.01%
317
-80
215
$74.3K 0.01%
2,157
216
$73.2K 0.01%
3,793
217
$73K 0.01%
505
+258
218
$69.5K 0.01%
107
219
$69.1K 0.01%
230
+121
220
$67.9K 0.01%
1,028
+23
221
$67.4K 0.01%
113
-18
222
$67.1K 0.01%
1,183
+847
223
$67K 0.01%
918
224
$66.8K 0.01%
4,007
225
$66.7K 0.01%
2,116
+1,727
7 8
9
10 11