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
751
$1.43K ﹤0.01%
154
752
$1.43K ﹤0.01%
19
-7
753
$1.43K ﹤0.01%
19
+2
754
$1.42K ﹤0.01%
11
+3
755
$1.41K ﹤0.01%
16
-3
756
$1.41K ﹤0.01%
7
757
$1.41K ﹤0.01%
10
-5
758
$1.4K ﹤0.01%
13
+3
759
$1.39K ﹤0.01%
27
-18
760
$1.38K ﹤0.01%
26
+8
761
$1.37K ﹤0.01%
47
-1
762
$1.37K ﹤0.01%
18
-1
763
$1.37K ﹤0.01%
21
+1
764
$1.36K ﹤0.01%
11
+1
765
$1.36K ﹤0.01%
8
-14
766
$1.36K ﹤0.01%
83
-6
767
$1.34K ﹤0.01%
14
-2
768
$1.34K ﹤0.01%
8
769
$1.34K ﹤0.01%
13
-1
770
$1.33K ﹤0.01%
30
-3
771
$1.32K ﹤0.01%
21
-7
772
$1.32K ﹤0.01%
4
+1
773
$1.32K ﹤0.01%
9
774
$1.32K ﹤0.01%
45
+1
775
$1.32K ﹤0.01%
3
-3
29 30
31
32 33