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
476
$2.81K ﹤0.01%
19
-3
477
$2.8K ﹤0.01%
27
-2
478
$2.8K ﹤0.01%
48
-2
479
$2.8K ﹤0.01%
17
+2
480
$2.79K ﹤0.01%
32
+12
481
$2.78K ﹤0.01%
14
-1
482
$2.78K ﹤0.01%
2
483
$2.77K ﹤0.01%
19
-3
484
$2.77K ﹤0.01%
2
485
$2.74K ﹤0.01%
38
-3
486
$2.74K ﹤0.01%
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-6
487
$2.72K ﹤0.01%
12
+6
488
$2.71K ﹤0.01%
9
-3
489
$2.71K ﹤0.01%
17
-7
490
$2.7K ﹤0.01%
12
+2
491
$2.68K ﹤0.01%
6
-88
492
$2.68K ﹤0.01%
33
+17
493
$2.68K ﹤0.01%
41
-4
494
$2.67K ﹤0.01%
65
+61
495
$2.67K ﹤0.01%
7
496
$2.66K ﹤0.01%
36
-5
497
$2.66K ﹤0.01%
54
+1
498
$2.65K ﹤0.01%
37
-5
499
$2.65K ﹤0.01%
16
500
$2.64K ﹤0.01%
28
-2
18 19
20
21 22