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
526
$2.45K ﹤0.01%
33
-235
527
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38
+1
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10
+1
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$2.44K ﹤0.01%
36
-6
530
$2.43K ﹤0.01%
30
-5
531
$2.43K ﹤0.01%
11
+6
532
$2.43K ﹤0.01%
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-2
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$2.41K ﹤0.01%
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+4
534
$2.4K ﹤0.01%
5
-1
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$2.4K ﹤0.01%
7
-1
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$2.39K ﹤0.01%
7
+2
537
$2.39K ﹤0.01%
60
+1
538
$2.39K ﹤0.01%
7
-1
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$2.38K ﹤0.01%
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-3
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$2.38K ﹤0.01%
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-5
541
$2.38K ﹤0.01%
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-20
542
$2.38K ﹤0.01%
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-3
543
$2.37K ﹤0.01%
30
+1
544
$2.37K ﹤0.01%
18
-1
545
$2.35K ﹤0.01%
10
-5
546
$2.35K ﹤0.01%
21
+3
547
$2.34K ﹤0.01%
24
-4
548
$2.34K ﹤0.01%
48
+1
549
$2.33K ﹤0.01%
135
-15
550
$2.33K ﹤0.01%
21
+4
20 21
22
23 24