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
826
$1.29K ﹤0.01%
17
+6
827
$1.28K ﹤0.01%
10
+4
828
$1.28K ﹤0.01%
17
+5
829
$1.28K ﹤0.01%
10
+1
830
$1.28K ﹤0.01%
5
+2
831
$1.28K ﹤0.01%
4
+2
832
$1.28K ﹤0.01%
12
+5
833
$1.27K ﹤0.01%
12
+1
834
$1.27K ﹤0.01%
12
+6
835
$1.26K ﹤0.01%
30
+5
836
$1.26K ﹤0.01%
3
+1
837
$1.26K ﹤0.01%
19
+6
838
$1.26K ﹤0.01%
30
+12
839
$1.26K ﹤0.01%
43
-7
840
$1.25K ﹤0.01%
146
+57
841
$1.25K ﹤0.01%
11
+6
842
$1.25K ﹤0.01%
5
+2
843
$1.25K ﹤0.01%
48
+27
844
$1.23K ﹤0.01%
13
+7
845
$1.23K ﹤0.01%
20
+10
846
$1.22K ﹤0.01%
17
+9
847
$1.22K ﹤0.01%
6
+1
848
$1.21K ﹤0.01%
23
+15
849
$1.21K ﹤0.01%
6
+2
850
$1.21K ﹤0.01%
12
+1
32 33
34
35 36