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
401
$3.88K ﹤0.01%
27
-4
402
$3.87K ﹤0.01%
33
-9
403
$3.86K ﹤0.01%
242
-2
404
$3.85K ﹤0.01%
3
+1
405
$3.84K ﹤0.01%
23
406
$3.83K ﹤0.01%
11
407
$3.81K ﹤0.01%
13
-1
408
$3.75K ﹤0.01%
15
-1
409
$3.74K ﹤0.01%
166
-1,597
410
$3.73K ﹤0.01%
92
-16
411
$3.7K ﹤0.01%
20
-2
412
$3.69K ﹤0.01%
76
413
$3.67K ﹤0.01%
10
-2
414
$3.65K ﹤0.01%
8
-27
415
$3.62K ﹤0.01%
21
-3
416
$3.59K ﹤0.01%
216
-14
417
$3.56K ﹤0.01%
22
418
$3.56K ﹤0.01%
24
-3
419
$3.56K ﹤0.01%
109
+65
420
$3.55K ﹤0.01%
3
421
$3.54K ﹤0.01%
18
+1
422
$3.53K ﹤0.01%
46
-12
423
$3.53K ﹤0.01%
35
424
$3.53K ﹤0.01%
15
-2
425
$3.52K ﹤0.01%
21
+7
15 16
17
18 19