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
576
$2.3K ﹤0.01%
45
+23
577
$2.29K ﹤0.01%
21
+3
578
$2.29K ﹤0.01%
11
-2
579
$2.28K ﹤0.01%
53
-4
580
$2.28K ﹤0.01%
16
+9
581
$2.27K ﹤0.01%
3
+2
582
$2.27K ﹤0.01%
13
+3
583
$2.27K ﹤0.01%
96
584
$2.26K ﹤0.01%
69
+23
585
$2.25K ﹤0.01%
202
+60
586
$2.24K ﹤0.01%
29
+16
587
$2.23K ﹤0.01%
153
+118
588
$2.22K ﹤0.01%
92
+46
589
$2.22K ﹤0.01%
64
+55
590
$2.19K ﹤0.01%
61
591
$2.19K ﹤0.01%
23
+1
592
$2.19K ﹤0.01%
32
+19
593
$2.18K ﹤0.01%
179
+32
594
$2.18K ﹤0.01%
38
+20
595
$2.16K ﹤0.01%
68
+13
596
$2.16K ﹤0.01%
73
+36
597
$2.15K ﹤0.01%
22
+10
598
$2.15K ﹤0.01%
13
+5
599
$2.15K ﹤0.01%
35
600
$2.15K ﹤0.01%
148
+2
22 23
24
25 26