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
601
$2.03K ﹤0.01%
4
602
$2.03K ﹤0.01%
17
-2
603
$2.03K ﹤0.01%
13
604
$2.02K ﹤0.01%
74
605
$2.01K ﹤0.01%
9
-96
606
$2K ﹤0.01%
31
+1
607
$2K ﹤0.01%
23
-5
608
$2K ﹤0.01%
134
-2
609
$2K ﹤0.01%
57
+9
610
$1.99K ﹤0.01%
18
-2
611
$1.99K ﹤0.01%
63
-21
612
$1.98K ﹤0.01%
26
+4
613
$1.96K ﹤0.01%
25
+6
614
$1.96K ﹤0.01%
27
-2
615
$1.96K ﹤0.01%
72
+20
616
$1.95K ﹤0.01%
13
-1
617
$1.93K ﹤0.01%
10
-1
618
$1.93K ﹤0.01%
10
619
$1.92K ﹤0.01%
20
620
$1.92K ﹤0.01%
192
+11
621
$1.91K ﹤0.01%
30
622
$1.91K ﹤0.01%
34
623
$1.9K ﹤0.01%
56
+5
624
$1.89K ﹤0.01%
21
+15
625
$1.88K ﹤0.01%
30
+3
23 24
25
26 27