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
551
$2.39K ﹤0.01%
28
+3
552
$2.39K ﹤0.01%
32
+6
553
$2.38K ﹤0.01%
34
-2
554
$2.38K ﹤0.01%
39
+5
555
$2.38K ﹤0.01%
26
+8
556
$2.38K ﹤0.01%
23
+10
557
$2.38K ﹤0.01%
15
+8
558
$2.37K ﹤0.01%
7
+4
559
$2.36K ﹤0.01%
62
+34
560
$2.35K ﹤0.01%
35
+18
561
$2.35K ﹤0.01%
16
+7
562
$2.35K ﹤0.01%
154
563
$2.34K ﹤0.01%
3
564
$2.33K ﹤0.01%
6
+3
565
$2.33K ﹤0.01%
12
+5
566
$2.33K ﹤0.01%
51
+35
567
$2.33K ﹤0.01%
25
+13
568
$2.32K ﹤0.01%
10
+6
569
$2.32K ﹤0.01%
22
+12
570
$2.32K ﹤0.01%
37
+18
571
$2.31K ﹤0.01%
7
+3
572
$2.31K ﹤0.01%
22
+14
573
$2.31K ﹤0.01%
31
+3
574
$2.31K ﹤0.01%
10
+5
575
$2.31K ﹤0.01%
28
+6
21 22
23
24 25