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
776
$1.45K ﹤0.01%
19
+7
777
$1.44K ﹤0.01%
20
+3
778
$1.44K ﹤0.01%
28
-9
779
$1.44K ﹤0.01%
85
-10
780
$1.44K ﹤0.01%
24
+7
781
$1.44K ﹤0.01%
10
782
$1.43K ﹤0.01%
17
+8
783
$1.43K ﹤0.01%
13
+5
784
$1.42K ﹤0.01%
2
+1
785
$1.42K ﹤0.01%
16
+7
786
$1.42K ﹤0.01%
37
+1
787
$1.42K ﹤0.01%
19
+8
788
$1.42K ﹤0.01%
19
+2
789
$1.41K ﹤0.01%
125
+18
790
$1.41K ﹤0.01%
1
791
$1.4K ﹤0.01%
10
+6
792
$1.4K ﹤0.01%
35
+4
793
$1.4K ﹤0.01%
55
+31
794
$1.4K ﹤0.01%
30
+20
795
$1.4K ﹤0.01%
23
+11
796
$1.4K ﹤0.01%
107
-63
797
$1.39K ﹤0.01%
5
+2
798
$1.39K ﹤0.01%
27
+12
799
$1.39K ﹤0.01%
50
800
$1.38K ﹤0.01%
34
30 31
32
33 34