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
$336M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,746
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$2.83M
3
+$1.79M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.38M
5
AAPL icon
Apple
AAPL
+$1.15M

Top Sells

1
+$1.62M
2
+$1.26M
3
+$822K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$519K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$249K

Sector Composition

1 Consumer Staples 8.38%
2 Technology 3.66%
3 Healthcare 3.36%
4 Consumer Discretionary 2.15%
5 Financials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21.6K 0.01%
659
+59
227
$21.6K 0.01%
429
+52
228
$21.4K 0.01%
904
+32
229
$21.4K 0.01%
67
230
$21.3K 0.01%
397
+388
231
$20.9K 0.01%
215
-673
232
$19.9K 0.01%
593
+22
233
$19.4K 0.01%
188
234
$19.3K 0.01%
1,692
235
$19.1K 0.01%
159
-281
236
$19.1K 0.01%
1,530
237
$19.1K 0.01%
+834
238
$18.8K 0.01%
238
+12
239
$18.7K 0.01%
2,946
-31
240
$18.7K 0.01%
241
-302
241
$18.5K 0.01%
117
+6
242
$17.9K 0.01%
445
+4
243
$17.9K 0.01%
127
+28
244
$17.6K 0.01%
132
245
$17.4K 0.01%
767
-1,662
246
$16.7K 0.01%
1,649
+28
247
$16.3K ﹤0.01%
200
-323
248
$15.9K ﹤0.01%
121
+100
249
$15.8K ﹤0.01%
531
-452
250
$15.5K ﹤0.01%
490
8 9
10
11 12