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
626
$2.01K ﹤0.01%
31
-31
627
$2K ﹤0.01%
35
+5
628
$2K ﹤0.01%
22
-2
629
$2K ﹤0.01%
48
+24
630
$2K ﹤0.01%
18
+5
631
$1.99K ﹤0.01%
19
+3
632
$1.99K ﹤0.01%
26
+13
633
$1.98K ﹤0.01%
14
+4
634
$1.98K ﹤0.01%
46
+24
635
$1.97K ﹤0.01%
57
+3
636
$1.97K ﹤0.01%
58
+26
637
$1.97K ﹤0.01%
+104
638
$1.97K ﹤0.01%
50
+28
639
$1.97K ﹤0.01%
12
+6
640
$1.96K ﹤0.01%
24
+4
641
$1.95K ﹤0.01%
34
+6
642
$1.95K ﹤0.01%
38
+9
643
$1.95K ﹤0.01%
16
+7
644
$1.95K ﹤0.01%
22
+9
645
$1.94K ﹤0.01%
+80
646
$1.94K ﹤0.01%
29
+10
647
$1.93K ﹤0.01%
23
-6
648
$1.93K ﹤0.01%
33
+8
649
$1.92K ﹤0.01%
25
+11
650
$1.92K ﹤0.01%
74
24 25
26
27 28