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
301
$8.38K ﹤0.01%
574
302
$8.37K ﹤0.01%
34
+10
303
$8.33K ﹤0.01%
26
+5
304
$8.3K ﹤0.01%
141
-6
305
$8.27K ﹤0.01%
56
+33
306
$8.27K ﹤0.01%
200
307
$8.14K ﹤0.01%
216
+12
308
$8.14K ﹤0.01%
74
+1
309
$8.13K ﹤0.01%
79
+7
310
$8.11K ﹤0.01%
115
311
$8.06K ﹤0.01%
95
312
$7.6K ﹤0.01%
153
+5
313
$7.5K ﹤0.01%
91
+10
314
$7.41K ﹤0.01%
117
-249
315
$7.24K ﹤0.01%
91
+47
316
$7.11K ﹤0.01%
73
-180
317
$7.09K ﹤0.01%
13
+7
318
$7.07K ﹤0.01%
115
-365
319
$7.04K ﹤0.01%
79
-6
320
$6.9K ﹤0.01%
29
+10
321
$6.72K ﹤0.01%
160
+30
322
$6.68K ﹤0.01%
96
+5
323
$6.57K ﹤0.01%
142
324
$6.49K ﹤0.01%
50
+19
325
$6.45K ﹤0.01%
240
+155
11 12
13
14 15