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
651
$1.77K ﹤0.01%
9
-2
652
$1.77K ﹤0.01%
31
+1
653
$1.75K ﹤0.01%
28
-4
654
$1.75K ﹤0.01%
55
-13
655
$1.75K ﹤0.01%
21
656
$1.75K ﹤0.01%
6
657
$1.75K ﹤0.01%
40
-2
658
$1.74K ﹤0.01%
33
-43
659
$1.74K ﹤0.01%
4
660
$1.74K ﹤0.01%
39
+5
661
$1.74K ﹤0.01%
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+2
662
$1.73K ﹤0.01%
20
+6
663
$1.73K ﹤0.01%
52
-14
664
$1.72K ﹤0.01%
7
+1
665
$1.72K ﹤0.01%
51
-29
666
$1.71K ﹤0.01%
60
-4
667
$1.7K ﹤0.01%
20
+2
668
$1.7K ﹤0.01%
21
+8
669
$1.69K ﹤0.01%
18
+6
670
$1.69K ﹤0.01%
24
+6
671
$1.68K ﹤0.01%
7
672
$1.67K ﹤0.01%
21
+12
673
$1.67K ﹤0.01%
10
+3
674
$1.66K ﹤0.01%
12
675
$1.66K ﹤0.01%
26
+11
25 26
27
28 29