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
626
$1.88K ﹤0.01%
18
-2
627
$1.88K ﹤0.01%
27
628
$1.87K ﹤0.01%
12
+6
629
$1.87K ﹤0.01%
10
630
$1.87K ﹤0.01%
6
+1
631
$1.87K ﹤0.01%
23
-4
632
$1.87K ﹤0.01%
32
+4
633
$1.86K ﹤0.01%
16
634
$1.86K ﹤0.01%
7
635
$1.86K ﹤0.01%
23
+3
636
$1.85K ﹤0.01%
47
+20
637
$1.84K ﹤0.01%
35
-5
638
$1.84K ﹤0.01%
22
+1
639
$1.83K ﹤0.01%
43
-18
640
$1.81K ﹤0.01%
28
+23
641
$1.8K ﹤0.01%
40
-9
642
$1.8K ﹤0.01%
25
+1
643
$1.8K ﹤0.01%
27
+6
644
$1.8K ﹤0.01%
16
-1
645
$1.79K ﹤0.01%
29
-3
646
$1.79K ﹤0.01%
22
+1
647
$1.78K ﹤0.01%
214
648
$1.78K ﹤0.01%
15
+3
649
$1.78K ﹤0.01%
23
+1
650
$1.77K ﹤0.01%
18
+4
24 25
26
27 28