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
701
$1.56K ﹤0.01%
21
-7
702
$1.56K ﹤0.01%
15
+7
703
$1.55K ﹤0.01%
25
-4
704
$1.55K ﹤0.01%
15
+1
705
$1.55K ﹤0.01%
16
-2
706
$1.55K ﹤0.01%
62
-18
707
$1.55K ﹤0.01%
26
+1
708
$1.55K ﹤0.01%
27
709
$1.55K ﹤0.01%
6
+1
710
$1.55K ﹤0.01%
44
+1
711
$1.55K ﹤0.01%
13
-2
712
$1.54K ﹤0.01%
200
713
$1.54K ﹤0.01%
154
+4
714
$1.54K ﹤0.01%
17
-1
715
$1.53K ﹤0.01%
86
-29
716
$1.53K ﹤0.01%
14
+7
717
$1.52K ﹤0.01%
93
+76
718
$1.52K ﹤0.01%
4
-1
719
$1.51K ﹤0.01%
13
-3
720
$1.51K ﹤0.01%
7
-5
721
$1.51K ﹤0.01%
25
+1
722
$1.5K ﹤0.01%
16
+2
723
$1.5K ﹤0.01%
129
+30
724
$1.5K ﹤0.01%
33
-178
725
$1.5K ﹤0.01%
141
+24
27 28
29
30 31