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
251
$14.4K ﹤0.01%
490
252
$14K ﹤0.01%
96
253
$13.9K ﹤0.01%
63
+13
254
$13.3K ﹤0.01%
2,923
-40
255
$13.1K ﹤0.01%
139
+3
256
$12.7K ﹤0.01%
108
257
$12.6K ﹤0.01%
495
+3
258
$12.4K ﹤0.01%
226
-2
259
$12.3K ﹤0.01%
63
-4
260
$11.7K ﹤0.01%
81
-8
261
$11.7K ﹤0.01%
144
-4
262
$11.6K ﹤0.01%
182
263
$11.4K ﹤0.01%
150
264
$11.2K ﹤0.01%
71
265
$11K ﹤0.01%
114
266
$10.9K ﹤0.01%
170
-20
267
$10.8K ﹤0.01%
53
+10
268
$10.7K ﹤0.01%
88
-1
269
$10.7K ﹤0.01%
132
-2
270
$10.5K ﹤0.01%
101
-1
271
$10.4K ﹤0.01%
119
+58
272
$10.4K ﹤0.01%
160
273
$10.2K ﹤0.01%
115
-11
274
$9.91K ﹤0.01%
19
-2
275
$9.89K ﹤0.01%
101
-44
9 10
11
12 13