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
551
$2.31K ﹤0.01%
35
+1
552
$2.3K ﹤0.01%
21
-9
553
$2.29K ﹤0.01%
5
-2
554
$2.29K ﹤0.01%
25
-3
555
$2.29K ﹤0.01%
149
+27
556
$2.28K ﹤0.01%
7
+1
557
$2.28K ﹤0.01%
16
+2
558
$2.27K ﹤0.01%
31
-10
559
$2.27K ﹤0.01%
30
-400
560
$2.26K ﹤0.01%
10
+1
561
$2.25K ﹤0.01%
10
+2
562
$2.25K ﹤0.01%
6
563
$2.24K ﹤0.01%
22
-7
564
$2.23K ﹤0.01%
13
-1
565
$2.23K ﹤0.01%
44
+22
566
$2.23K ﹤0.01%
25
+17
567
$2.22K ﹤0.01%
62
568
$2.21K ﹤0.01%
23
-4
569
$2.21K ﹤0.01%
15
+3
570
$2.2K ﹤0.01%
11
+1
571
$2.19K ﹤0.01%
10
+3
572
$2.18K ﹤0.01%
20
-11
573
$2.18K ﹤0.01%
26
574
$2.17K ﹤0.01%
70
+18
575
$2.17K ﹤0.01%
23
-8
21 22
23
24 25