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
426
$3.5K ﹤0.01%
105
+60
427
$3.49K ﹤0.01%
66
+49
428
$3.49K ﹤0.01%
41
+17
429
$3.49K ﹤0.01%
52
+18
430
$3.45K ﹤0.01%
43
+24
431
$3.44K ﹤0.01%
41
+22
432
$3.43K ﹤0.01%
25
+13
433
$3.42K ﹤0.01%
32
+13
434
$3.42K ﹤0.01%
52
+33
435
$3.41K ﹤0.01%
19
+12
436
$3.39K ﹤0.01%
25
+14
437
$3.39K ﹤0.01%
19
+12
438
$3.38K ﹤0.01%
106
+50
439
$3.37K ﹤0.01%
96
-1
440
$3.37K ﹤0.01%
208
+101
441
$3.35K ﹤0.01%
13
+7
442
$3.35K ﹤0.01%
10
+2
443
$3.35K ﹤0.01%
13
+5
444
$3.34K ﹤0.01%
80
445
$3.33K ﹤0.01%
24
+9
446
$3.33K ﹤0.01%
14
+8
447
$3.33K ﹤0.01%
32
+17
448
$3.31K ﹤0.01%
10
+4
449
$3.31K ﹤0.01%
66
+20
450
$3.26K ﹤0.01%
7
+4
16 17
18
19 20