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
676
$1.78K ﹤0.01%
43
+21
677
$1.78K ﹤0.01%
77
678
$1.78K ﹤0.01%
29
+12
679
$1.77K ﹤0.01%
22
+7
680
$1.77K ﹤0.01%
59
+24
681
$1.77K ﹤0.01%
22
-3
682
$1.77K ﹤0.01%
57
+29
683
$1.76K ﹤0.01%
24
+7
684
$1.76K ﹤0.01%
22
+2
685
$1.75K ﹤0.01%
61
+36
686
$1.75K ﹤0.01%
11
+4
687
$1.75K ﹤0.01%
30
+5
688
$1.74K ﹤0.01%
12
+5
689
$1.73K ﹤0.01%
12
+5
690
$1.73K ﹤0.01%
34
+14
691
$1.73K ﹤0.01%
8
+4
692
$1.72K ﹤0.01%
16
+6
693
$1.72K ﹤0.01%
26
+5
694
$1.72K ﹤0.01%
51
+3
695
$1.72K ﹤0.01%
65
+9
696
$1.71K ﹤0.01%
15
+2
697
$1.71K ﹤0.01%
95
+46
698
$1.71K ﹤0.01%
29
+16
699
$1.7K ﹤0.01%
21
+11
700
$1.7K ﹤0.01%
6
+4
26 27
28
29 30