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
376
$4.55K ﹤0.01%
60
+23
377
$4.54K ﹤0.01%
21
+8
378
$4.51K ﹤0.01%
35
+19
379
$4.51K ﹤0.01%
137
+72
380
$4.45K ﹤0.01%
16
+7
381
$4.38K ﹤0.01%
31
+2
382
$4.34K ﹤0.01%
19
+4
383
$4.34K ﹤0.01%
3
+1
384
$4.33K ﹤0.01%
457
+10
385
$4.31K ﹤0.01%
76
+42
386
$4.31K ﹤0.01%
34
+8
387
$4.27K ﹤0.01%
46
+8
388
$4.27K ﹤0.01%
11
389
$4.25K ﹤0.01%
21
+10
390
$4.24K ﹤0.01%
51
+5
391
$4.22K ﹤0.01%
141
+26
392
$4.21K ﹤0.01%
416
+166
393
$4.19K ﹤0.01%
17
+11
394
$4.17K ﹤0.01%
106
+56
395
$4.16K ﹤0.01%
17
+4
396
$4.11K ﹤0.01%
24
+6
397
$4.1K ﹤0.01%
84
+79
398
$4.07K ﹤0.01%
12
+9
399
$4.07K ﹤0.01%
10
+5
400
$4.03K ﹤0.01%
2
14 15
16
17 18