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
751
$1.53K ﹤0.01%
85
-7
752
$1.53K ﹤0.01%
24
-3
753
$1.53K ﹤0.01%
50
+14
754
$1.51K ﹤0.01%
12
+7
755
$1.51K ﹤0.01%
16
+6
756
$1.51K ﹤0.01%
166
+83
757
$1.51K ﹤0.01%
19
+1
758
$1.5K ﹤0.01%
25
+17
759
$1.5K ﹤0.01%
6
+3
760
$1.49K ﹤0.01%
24
+4
761
$1.49K ﹤0.01%
11
762
$1.49K ﹤0.01%
23
+15
763
$1.49K ﹤0.01%
26
+2
764
$1.49K ﹤0.01%
17
+9
765
$1.49K ﹤0.01%
26
+10
766
$1.48K ﹤0.01%
30
+14
767
$1.48K ﹤0.01%
11
+5
768
$1.48K ﹤0.01%
29
+16
769
$1.47K ﹤0.01%
7
+4
770
$1.47K ﹤0.01%
28
+1
771
$1.47K ﹤0.01%
13
+4
772
$1.46K ﹤0.01%
41
+22
773
$1.46K ﹤0.01%
16
-3
774
$1.46K ﹤0.01%
10
+5
775
$1.46K ﹤0.01%
16
+9
29 30
31
32 33