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
426
$3.5K ﹤0.01%
25
427
$3.5K ﹤0.01%
80
428
$3.49K ﹤0.01%
19
-2
429
$3.48K ﹤0.01%
82
+6
430
$3.47K ﹤0.01%
22
-4
431
$3.46K ﹤0.01%
31
+15
432
$3.46K ﹤0.01%
12
-2
433
$3.46K ﹤0.01%
41
+2
434
$3.44K ﹤0.01%
9
-1
435
$3.42K ﹤0.01%
10
-1
436
$3.37K ﹤0.01%
39
+1
437
$3.37K ﹤0.01%
102
-27
438
$3.34K ﹤0.01%
49
+12
439
$3.33K ﹤0.01%
44
+30
440
$3.31K ﹤0.01%
24
+4
441
$3.31K ﹤0.01%
25
-2
442
$3.3K ﹤0.01%
18
-2
443
$3.29K ﹤0.01%
7
444
$3.28K ﹤0.01%
40
-6
445
$3.27K ﹤0.01%
80
446
$3.24K ﹤0.01%
68
-8
447
$3.23K ﹤0.01%
7
-1
448
$3.19K ﹤0.01%
32
449
$3.13K ﹤0.01%
+150
450
$3.13K ﹤0.01%
73
-11
16 17
18
19 20