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
376
$4.52K ﹤0.01%
20
-1
377
$4.41K ﹤0.01%
18
-1
378
$4.39K ﹤0.01%
+388
379
$4.35K ﹤0.01%
24
-1
380
$4.33K ﹤0.01%
23
+4
381
$4.27K ﹤0.01%
17
-1
382
$4.24K ﹤0.01%
170
383
$4.24K ﹤0.01%
37
+24
384
$4.23K ﹤0.01%
58
385
$4.23K ﹤0.01%
203
-4
386
$4.22K ﹤0.01%
48
-6
387
$4.18K ﹤0.01%
32
-1
388
$4.18K ﹤0.01%
134
389
$4.17K ﹤0.01%
25
-5
390
$4.12K ﹤0.01%
34
-4
391
$4.08K ﹤0.01%
312
-23
392
$4.08K ﹤0.01%
83
-55
393
$4.07K ﹤0.01%
177
-8
394
$4.04K ﹤0.01%
32
-2
395
$4K ﹤0.01%
423
396
$3.98K ﹤0.01%
26
+1
397
$3.98K ﹤0.01%
12
-3
398
$3.97K ﹤0.01%
69
+48
399
$3.95K ﹤0.01%
24
-2
400
$3.91K ﹤0.01%
34
-1
14 15
16
17 18