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
451
$3.11K ﹤0.01%
70
-13
452
$3.11K ﹤0.01%
18
-3
453
$3.11K ﹤0.01%
41
+17
454
$3.11K ﹤0.01%
9
455
$3.1K ﹤0.01%
21
-5
456
$3.1K ﹤0.01%
49
-1
457
$3.07K ﹤0.01%
28
-5
458
$3.06K ﹤0.01%
64
-22
459
$3.06K ﹤0.01%
21
+1
460
$3.05K ﹤0.01%
63
-53
461
$3.04K ﹤0.01%
17
-3
462
$3.04K ﹤0.01%
27
+14
463
$3.02K ﹤0.01%
23
-5
464
$3.01K ﹤0.01%
21
-1
465
$2.97K ﹤0.01%
13
+1
466
$2.97K ﹤0.01%
15
467
$2.97K ﹤0.01%
113
+19
468
$2.96K ﹤0.01%
16
-2
469
$2.91K ﹤0.01%
83
-24
470
$2.9K ﹤0.01%
14
-3
471
$2.88K ﹤0.01%
44
-3
472
$2.87K ﹤0.01%
45
-15
473
$2.85K ﹤0.01%
22
+10
474
$2.83K ﹤0.01%
66
-1
475
$2.82K ﹤0.01%
11
+1
17 18
19
20 21