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
801
$1.38K ﹤0.01%
7
-1
802
$1.38K ﹤0.01%
11
+2
803
$1.37K ﹤0.01%
32
+17
804
$1.37K ﹤0.01%
24
+6
805
$1.37K ﹤0.01%
26
+4
806
$1.35K ﹤0.01%
26
+1
807
$1.35K ﹤0.01%
14
+7
808
$1.35K ﹤0.01%
10
+3
809
$1.35K ﹤0.01%
7
+1
810
$1.35K ﹤0.01%
125
+65
811
$1.35K ﹤0.01%
49
+18
812
$1.35K ﹤0.01%
74
+12
813
$1.34K ﹤0.01%
39
-25
814
$1.34K ﹤0.01%
5
+1
815
$1.34K ﹤0.01%
22
+8
816
$1.32K ﹤0.01%
56
-2
817
$1.31K ﹤0.01%
4
818
$1.31K ﹤0.01%
22
+7
819
$1.31K ﹤0.01%
12
+6
820
$1.31K ﹤0.01%
23
+11
821
$1.31K ﹤0.01%
6
+3
822
$1.31K ﹤0.01%
27
+2
823
$1.3K ﹤0.01%
15
+3
824
$1.3K ﹤0.01%
37
-17
825
$1.3K ﹤0.01%
15
+5
31 32
33
34 35