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
351
$5.21K ﹤0.01%
80
-200
352
$5.2K ﹤0.01%
30
353
$5.12K ﹤0.01%
87
+9
354
$5.11K ﹤0.01%
304
+19
355
$5.07K ﹤0.01%
47
-6
356
$5.05K ﹤0.01%
51
-4
357
$5.05K ﹤0.01%
65
+4
358
$5.01K ﹤0.01%
36
+24
359
$5K ﹤0.01%
36
-14
360
$4.97K ﹤0.01%
45
-35
361
$4.96K ﹤0.01%
140
+15
362
$4.88K ﹤0.01%
60
363
$4.86K ﹤0.01%
6
364
$4.82K ﹤0.01%
43
+7
365
$4.81K ﹤0.01%
12
+1
366
$4.76K ﹤0.01%
39
+3
367
$4.74K ﹤0.01%
104
368
$4.73K ﹤0.01%
75
+6
369
$4.72K ﹤0.01%
63
-5
370
$4.71K ﹤0.01%
10
-1
371
$4.61K ﹤0.01%
14
-2
372
$4.61K ﹤0.01%
21
+2
373
$4.59K ﹤0.01%
119
-5
374
$4.59K ﹤0.01%
50
+1
375
$4.57K ﹤0.01%
21
+8
13 14
15
16 17