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
726
$1.49K ﹤0.01%
18
-2
727
$1.49K ﹤0.01%
22
+4
728
$1.49K ﹤0.01%
13
729
$1.49K ﹤0.01%
39
+37
730
$1.48K ﹤0.01%
12
-1
731
$1.48K ﹤0.01%
5
-1
732
$1.48K ﹤0.01%
23
-3
733
$1.47K ﹤0.01%
7
734
$1.47K ﹤0.01%
55
-14
735
$1.47K ﹤0.01%
9
-5
736
$1.46K ﹤0.01%
87
+40
737
$1.46K ﹤0.01%
11
738
$1.46K ﹤0.01%
15
-8
739
$1.46K ﹤0.01%
5
-2
740
$1.45K ﹤0.01%
6
-1
741
$1.45K ﹤0.01%
31
+1
742
$1.45K ﹤0.01%
40
+23
743
$1.45K ﹤0.01%
24
+2
744
$1.45K ﹤0.01%
14
+4
745
$1.44K ﹤0.01%
12
-3
746
$1.44K ﹤0.01%
33
-7
747
$1.44K ﹤0.01%
49
+4
748
$1.44K ﹤0.01%
91
+1
749
$1.44K ﹤0.01%
15
-1
750
$1.43K ﹤0.01%
53
-23
28 29
30
31 32