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
501
$2.64K ﹤0.01%
59
+7
502
$2.64K ﹤0.01%
19
+2
503
$2.62K ﹤0.01%
7
+1
504
$2.61K ﹤0.01%
47
-10
505
$2.61K ﹤0.01%
44
-3
506
$2.61K ﹤0.01%
14
507
$2.6K ﹤0.01%
22
+1
508
$2.57K ﹤0.01%
14
-2
509
$2.56K ﹤0.01%
28
+8
510
$2.56K ﹤0.01%
38
+29
511
$2.56K ﹤0.01%
23
-7
512
$2.55K ﹤0.01%
58
-6
513
$2.54K ﹤0.01%
24
-2
514
$2.54K ﹤0.01%
30
-10
515
$2.51K ﹤0.01%
19
-2
516
$2.51K ﹤0.01%
25
-2
517
$2.49K ﹤0.01%
1
-1
518
$2.49K ﹤0.01%
40
-3
519
$2.48K ﹤0.01%
10
+3
520
$2.48K ﹤0.01%
36
-1
521
$2.47K ﹤0.01%
25
-1
522
$2.47K ﹤0.01%
44
-2
523
$2.46K ﹤0.01%
61
524
$2.46K ﹤0.01%
38
+1
525
$2.45K ﹤0.01%
24
-2
19 20
21
22 23