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
576
$2.17K ﹤0.01%
4
-1
577
$2.16K ﹤0.01%
18
+2
578
$2.16K ﹤0.01%
35
-151
579
$2.15K ﹤0.01%
24
+10
580
$2.15K ﹤0.01%
175
-9
581
$2.15K ﹤0.01%
47
-27
582
$2.14K ﹤0.01%
153
+2
583
$2.14K ﹤0.01%
89
-6
584
$2.14K ﹤0.01%
30
+5
585
$2.13K ﹤0.01%
13
-2
586
$2.13K ﹤0.01%
7
-1
587
$2.13K ﹤0.01%
113
+26
588
$2.12K ﹤0.01%
35
589
$2.1K ﹤0.01%
46
590
$2.08K ﹤0.01%
18
591
$2.08K ﹤0.01%
30
+24
592
$2.07K ﹤0.01%
10
+8
593
$2.07K ﹤0.01%
63
-3
594
$2.06K ﹤0.01%
27
+1
595
$2.06K ﹤0.01%
55
+18
596
$2.05K ﹤0.01%
22
-4
597
$2.05K ﹤0.01%
45
+29
598
$2.05K ﹤0.01%
14
-1
599
$2.04K ﹤0.01%
81
-9
600
$2.04K ﹤0.01%
28
-4
22 23
24
25 26