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
726
$1.61K ﹤0.01%
34
+17
727
$1.61K ﹤0.01%
56
+15
728
$1.61K ﹤0.01%
31
+15
729
$1.61K ﹤0.01%
19
+1
730
$1.6K ﹤0.01%
28
+14
731
$1.6K ﹤0.01%
37
+4
732
$1.6K ﹤0.01%
55
+35
733
$1.59K ﹤0.01%
12
+6
734
$1.59K ﹤0.01%
200
735
$1.59K ﹤0.01%
26
+4
736
$1.58K ﹤0.01%
41
+22
737
$1.58K ﹤0.01%
42
+3
738
$1.58K ﹤0.01%
24
+1
739
$1.57K ﹤0.01%
28
740
$1.57K ﹤0.01%
28
+13
741
$1.57K ﹤0.01%
14
+6
742
$1.57K ﹤0.01%
17
+7
743
$1.56K ﹤0.01%
64
-5
744
$1.56K ﹤0.01%
16
+11
745
$1.55K ﹤0.01%
21
+5
746
$1.55K ﹤0.01%
28
+12
747
$1.54K ﹤0.01%
15
+2
748
$1.54K ﹤0.01%
30
+20
749
$1.53K ﹤0.01%
38
+20
750
$1.53K ﹤0.01%
34
+18
28 29
30
31 32