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
326
$6.02K ﹤0.01%
121
-10
327
$6.01K ﹤0.01%
71
+4
328
$5.98K ﹤0.01%
18
+1
329
$5.97K ﹤0.01%
48
-16
330
$5.93K ﹤0.01%
36
-11
331
$5.91K ﹤0.01%
54
-5
332
$5.85K ﹤0.01%
15
-2
333
$5.82K ﹤0.01%
103
+79
334
$5.76K ﹤0.01%
459
-40
335
$5.73K ﹤0.01%
168
+33
336
$5.7K ﹤0.01%
21
-4
337
$5.68K ﹤0.01%
142
338
$5.59K ﹤0.01%
259
-1,204
339
$5.55K ﹤0.01%
29
-1
340
$5.51K ﹤0.01%
11
-1
341
$5.45K ﹤0.01%
50
-23
342
$5.44K ﹤0.01%
40
+16
343
$5.42K ﹤0.01%
250
344
$5.41K ﹤0.01%
19
+2
345
$5.39K ﹤0.01%
18
+2
346
$5.37K ﹤0.01%
6
-1
347
$5.34K ﹤0.01%
60
-3
348
$5.33K ﹤0.01%
19
+13
349
$5.25K ﹤0.01%
15
350
$5.25K ﹤0.01%
4
12 13
14
15 16