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
276
$9.75K ﹤0.01%
137
277
$9.75K ﹤0.01%
251
278
$9.23K ﹤0.01%
79
-15
279
$9.17K ﹤0.01%
77
-15
280
$9.12K ﹤0.01%
95
281
$9.1K ﹤0.01%
118
-285
282
$8.88K ﹤0.01%
51
-14
283
$8.87K ﹤0.01%
84
+3
284
$8.81K ﹤0.01%
22
-1
285
$8.71K ﹤0.01%
23
-2
286
$8.67K ﹤0.01%
574
287
$8.53K ﹤0.01%
75
288
$8.34K ﹤0.01%
233
289
$8.11K ﹤0.01%
150
-2
290
$8.1K ﹤0.01%
3
291
$7.99K ﹤0.01%
200
292
$7.97K ﹤0.01%
94
+8
293
$7.93K ﹤0.01%
42
-6
294
$7.91K ﹤0.01%
11
-2
295
$7.89K ﹤0.01%
35
-1
296
$7.88K ﹤0.01%
442
-366
297
$7.83K ﹤0.01%
17
-6
298
$7.65K ﹤0.01%
249
-5
299
$7.64K ﹤0.01%
332
-106
300
$7.6K ﹤0.01%
11
+1
10 11
12
13 14