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
801
$1.24K ﹤0.01%
21
+2
802
$1.24K ﹤0.01%
11
-3
803
$1.24K ﹤0.01%
13
804
$1.23K ﹤0.01%
8
+3
805
$1.22K ﹤0.01%
9
-2
806
$1.22K ﹤0.01%
5
-1
807
$1.22K ﹤0.01%
34
-4
808
$1.22K ﹤0.01%
37
+1
809
$1.21K ﹤0.01%
16
810
$1.21K ﹤0.01%
40
+2
811
$1.21K ﹤0.01%
10
-3
812
$1.21K ﹤0.01%
62
+18
813
$1.21K ﹤0.01%
23
-1
814
$1.21K ﹤0.01%
24
+6
815
$1.21K ﹤0.01%
41
+25
816
$1.2K ﹤0.01%
18
+2
817
$1.2K ﹤0.01%
16
818
$1.2K ﹤0.01%
11
+3
819
$1.19K ﹤0.01%
8
-3
820
$1.19K ﹤0.01%
19
+9
821
$1.19K ﹤0.01%
15
+6
822
$1.19K ﹤0.01%
11
-1
823
$1.19K ﹤0.01%
170
+20
824
$1.19K ﹤0.01%
8
+2
825
$1.19K ﹤0.01%
71
-3
31 32
33
34 35