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
651
$1.92K ﹤0.01%
93
+49
652
$1.92K ﹤0.01%
39
+17
653
$1.91K ﹤0.01%
9
+5
654
$1.9K ﹤0.01%
62
+4
655
$1.9K ﹤0.01%
41
+2
656
$1.9K ﹤0.01%
4
+1
657
$1.88K ﹤0.01%
8
+5
658
$1.88K ﹤0.01%
18
-1
659
$1.88K ﹤0.01%
163
+10
660
$1.88K ﹤0.01%
14
+4
661
$1.87K ﹤0.01%
84
+40
662
$1.86K ﹤0.01%
15
+3
663
$1.86K ﹤0.01%
7
+2
664
$1.85K ﹤0.01%
10
+5
665
$1.84K ﹤0.01%
13
+3
666
$1.83K ﹤0.01%
475
667
$1.83K ﹤0.01%
7
+4
668
$1.81K ﹤0.01%
6
+2
669
$1.81K ﹤0.01%
22
+9
670
$1.8K ﹤0.01%
15
+8
671
$1.8K ﹤0.01%
75
672
$1.79K ﹤0.01%
108
+51
673
$1.79K ﹤0.01%
21
+4
674
$1.79K ﹤0.01%
44
+7
675
$1.79K ﹤0.01%
18
+4
25 26
27
28 29