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
676
$1.66K ﹤0.01%
62
+40
677
$1.66K ﹤0.01%
9
678
$1.65K ﹤0.01%
5
-1
679
$1.65K ﹤0.01%
4
680
$1.64K ﹤0.01%
7
681
$1.64K ﹤0.01%
13
+7
682
$1.63K ﹤0.01%
15
-2
683
$1.63K ﹤0.01%
38
+12
684
$1.63K ﹤0.01%
11
-1
685
$1.63K ﹤0.01%
26
-2
686
$1.62K ﹤0.01%
14
-1
687
$1.61K ﹤0.01%
4
+1
688
$1.61K ﹤0.01%
13
-1
689
$1.61K ﹤0.01%
14
-1
690
$1.6K ﹤0.01%
100
+20
691
$1.6K ﹤0.01%
40
-6
692
$1.6K ﹤0.01%
47
693
$1.59K ﹤0.01%
11
-3
694
$1.59K ﹤0.01%
48
-2
695
$1.58K ﹤0.01%
11
-4
696
$1.58K ﹤0.01%
13
+7
697
$1.57K ﹤0.01%
41
+7
698
$1.57K ﹤0.01%
15
-12
699
$1.56K ﹤0.01%
44
+1
700
$1.56K ﹤0.01%
18
-3
26 27
28
29 30