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
476
$2.99K ﹤0.01%
30
+19
477
$2.98K ﹤0.01%
12
+7
478
$2.98K ﹤0.01%
39
479
$2.97K ﹤0.01%
13
+7
480
$2.96K ﹤0.01%
21
+5
481
$2.93K ﹤0.01%
46
+32
482
$2.92K ﹤0.01%
13
+4
483
$2.9K ﹤0.01%
42
+20
484
$2.89K ﹤0.01%
35
+6
485
$2.88K ﹤0.01%
47
+25
486
$2.87K ﹤0.01%
25
-38
487
$2.87K ﹤0.01%
14
+8
488
$2.85K ﹤0.01%
33
+15
489
$2.84K ﹤0.01%
89
+43
490
$2.83K ﹤0.01%
28
+5
491
$2.83K ﹤0.01%
19
+12
492
$2.83K ﹤0.01%
14
493
$2.81K ﹤0.01%
19
+2
494
$2.8K ﹤0.01%
33
+16
495
$2.8K ﹤0.01%
92
+44
496
$2.79K ﹤0.01%
92
+56
497
$2.79K ﹤0.01%
68
+17
498
$2.77K ﹤0.01%
23
+7
499
$2.75K ﹤0.01%
96
+50
500
$2.74K ﹤0.01%
12
+3
18 19
20
21 22