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
701
$1.7K ﹤0.01%
24
+13
702
$1.69K ﹤0.01%
50
+5
703
$1.69K ﹤0.01%
35
-1,200
704
$1.69K ﹤0.01%
54
+2
705
$1.68K ﹤0.01%
19
+1
706
$1.68K ﹤0.01%
67
+41
707
$1.68K ﹤0.01%
19
+11
708
$1.68K ﹤0.01%
7
+2
709
$1.66K ﹤0.01%
20
+12
710
$1.65K ﹤0.01%
52
+26
711
$1.65K ﹤0.01%
20
712
$1.65K ﹤0.01%
24
+13
713
$1.65K ﹤0.01%
26
+1
714
$1.64K ﹤0.01%
23
+12
715
$1.64K ﹤0.01%
16
+4
716
$1.64K ﹤0.01%
8
+4
717
$1.63K ﹤0.01%
10
+3
718
$1.63K ﹤0.01%
24
+9
719
$1.63K ﹤0.01%
18
+2
720
$1.62K ﹤0.01%
40
+4
721
$1.62K ﹤0.01%
61
+10
722
$1.61K ﹤0.01%
22
+5
723
$1.61K ﹤0.01%
17
-179
724
$1.61K ﹤0.01%
14
+7
725
$1.61K ﹤0.01%
7
+4
27 28
29
30 31