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
351
$5.29K ﹤0.01%
40
+19
352
$5.28K ﹤0.01%
14
+9
353
$5.26K ﹤0.01%
80
354
$5.22K ﹤0.01%
45
+22
355
$5.15K ﹤0.01%
78
+42
356
$5.06K ﹤0.01%
51
-2
357
$5.04K ﹤0.01%
15
+6
358
$5.04K ﹤0.01%
21
+6
359
$5.02K ﹤0.01%
250
-1,700
360
$5.02K ﹤0.01%
32
+17
361
$4.96K ﹤0.01%
60
362
$4.89K ﹤0.01%
60
+34
363
$4.88K ﹤0.01%
28
+13
364
$4.88K ﹤0.01%
29
+16
365
$4.85K ﹤0.01%
20
+5
366
$4.83K ﹤0.01%
52
+16
367
$4.78K ﹤0.01%
61
+12
368
$4.77K ﹤0.01%
36
+11
369
$4.76K ﹤0.01%
298
+70
370
$4.7K ﹤0.01%
80
371
$4.69K ﹤0.01%
10
+4
372
$4.66K ﹤0.01%
106
+67
373
$4.62K ﹤0.01%
112
+57
374
$4.62K ﹤0.01%
73
+43
375
$4.61K ﹤0.01%
1
13 14
15
16 17