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
$398M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,637
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$2.75M
3
+$909K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$558K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$548K

Top Sells

1
+$856K
2
+$609K
3
+$238K
4
AAPL icon
Apple
AAPL
+$135K
5
DE icon
Deere & Co
DE
+$128K

Sector Composition

1 Consumer Staples 6.44%
2 Technology 4.73%
3 Healthcare 3.23%
4 Consumer Discretionary 2%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.2K ﹤0.01%
236
-5
227
$18K ﹤0.01%
1,530
228
$18K ﹤0.01%
682
+2
229
$17.9K ﹤0.01%
11,461
230
$17.6K ﹤0.01%
179
+1
231
$17.4K ﹤0.01%
138
+13
232
$17.3K ﹤0.01%
125
-2
233
$17.1K ﹤0.01%
360
+5
234
$16.7K ﹤0.01%
1,649
235
$16.7K ﹤0.01%
125
+16
236
$16.7K ﹤0.01%
638
-490
237
$16.7K ﹤0.01%
95
+1
238
$16.5K ﹤0.01%
184
-2
239
$16.5K ﹤0.01%
242
+48
240
$15.9K ﹤0.01%
65
241
$15.8K ﹤0.01%
265
+9
242
$15.8K ﹤0.01%
39
-317
243
$15.7K ﹤0.01%
212
+12
244
$15.6K ﹤0.01%
1,319
+14
245
$15.4K ﹤0.01%
379
-1
246
$15.4K ﹤0.01%
121
247
$15.1K ﹤0.01%
429
248
$15K ﹤0.01%
102
+1
249
$14.7K ﹤0.01%
75
+3
250
$14.4K ﹤0.01%
528
-1
8 9
10
11 12