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
276
$11.4K ﹤0.01%
300
277
$11.3K ﹤0.01%
182
278
$11K ﹤0.01%
241
+18
279
$10.9K ﹤0.01%
53
-174
280
$10.8K ﹤0.01%
71
281
$10.7K ﹤0.01%
96
282
$10.7K ﹤0.01%
102
-220
283
$10.5K ﹤0.01%
140
+9
284
$10.2K ﹤0.01%
150
-974
285
$10.1K ﹤0.01%
+258
286
$9.87K ﹤0.01%
4
+1
287
$9.57K ﹤0.01%
61
+34
288
$9.38K ﹤0.01%
160
289
$9.37K ﹤0.01%
253
-4
290
$9.24K ﹤0.01%
19
+10
291
$9.21K ﹤0.01%
500
292
$9.21K ﹤0.01%
13
+3
293
$9.1K ﹤0.01%
93
+28
294
$8.89K ﹤0.01%
601
295
$8.86K ﹤0.01%
74
+4
296
$8.75K ﹤0.01%
134
+12
297
$8.66K ﹤0.01%
12
+6
298
$8.62K ﹤0.01%
118
299
$8.62K ﹤0.01%
26
+10
300
$8.44K ﹤0.01%
46
-50
10 11
12
13 14