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
451
$3.25K ﹤0.01%
27
+6
452
$3.25K ﹤0.01%
65
+29
453
$3.25K ﹤0.01%
26
+10
454
$3.22K ﹤0.01%
22
+9
455
$3.22K ﹤0.01%
8
456
$3.21K ﹤0.01%
60
+23
457
$3.19K ﹤0.01%
48
+12
458
$3.18K ﹤0.01%
18
+9
459
$3.17K ﹤0.01%
36
-1
460
$3.15K ﹤0.01%
23
+7
461
$3.14K ﹤0.01%
76
462
$3.13K ﹤0.01%
22
+6
463
$3.12K ﹤0.01%
82
+38
464
$3.12K ﹤0.01%
32
+17
465
$3.08K ﹤0.01%
233
466
$3.07K ﹤0.01%
22
+13
467
$3.07K ﹤0.01%
48
+18
468
$3.07K ﹤0.01%
45
+15
469
$3.06K ﹤0.01%
11
+7
470
$3.06K ﹤0.01%
6
+3
471
$3.06K ﹤0.01%
27
+11
472
$3.04K ﹤0.01%
22
-1
473
$3.03K ﹤0.01%
32
474
$3.02K ﹤0.01%
24
+5
475
$3.01K ﹤0.01%
69
+2
17 18
19
20 21