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
776
$1.31K ﹤0.01%
22
-10
777
$1.31K ﹤0.01%
20
+3
778
$1.31K ﹤0.01%
40
-10
779
$1.31K ﹤0.01%
14
+1
780
$1.31K ﹤0.01%
4
-1
781
$1.3K ﹤0.01%
16
-2
782
$1.3K ﹤0.01%
12
783
$1.3K ﹤0.01%
15
-2
784
$1.3K ﹤0.01%
31
+2
785
$1.3K ﹤0.01%
14
-2
786
$1.3K ﹤0.01%
30
-4
787
$1.29K ﹤0.01%
38
-5
788
$1.29K ﹤0.01%
7
-1
789
$1.29K ﹤0.01%
66
+25
790
$1.29K ﹤0.01%
35
+6
791
$1.28K ﹤0.01%
4
+3
792
$1.28K ﹤0.01%
7
-1
793
$1.28K ﹤0.01%
20
-2
794
$1.27K ﹤0.01%
15
-2
795
$1.27K ﹤0.01%
47
-4
796
$1.27K ﹤0.01%
15
-1
797
$1.25K ﹤0.01%
11
-1
798
$1.25K ﹤0.01%
3
-1
799
$1.25K ﹤0.01%
25
+10
800
$1.25K ﹤0.01%
20
+3
30 31
32
33 34