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
301
$7.57K ﹤0.01%
17
-2
302
$7.53K ﹤0.01%
115
303
$7.5K ﹤0.01%
221
-8
304
$7.43K ﹤0.01%
150
-7
305
$7.35K ﹤0.01%
82
-15
306
$7.24K ﹤0.01%
36
-1
307
$7.11K ﹤0.01%
32
-7
308
$7.05K ﹤0.01%
500
309
$6.97K ﹤0.01%
118
310
$6.88K ﹤0.01%
52
-3
311
$6.87K ﹤0.01%
302
-1,317
312
$6.86K ﹤0.01%
82
-9
313
$6.8K ﹤0.01%
50
314
$6.79K ﹤0.01%
14
+2
315
$6.75K ﹤0.01%
33
-1
316
$6.68K ﹤0.01%
34
317
$6.62K ﹤0.01%
70
+1
318
$6.5K ﹤0.01%
94
-46
319
$6.37K ﹤0.01%
21
320
$6.35K ﹤0.01%
1
321
$6.33K ﹤0.01%
231
322
$6.28K ﹤0.01%
66
-6
323
$6.24K ﹤0.01%
29
+5
324
$6.02K ﹤0.01%
135
-20
325
$6.02K ﹤0.01%
29
+12
11 12
13
14 15