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
826
$1.19K ﹤0.01%
12
-4
827
$1.19K ﹤0.01%
35
-9
828
$1.18K ﹤0.01%
28
829
$1.17K ﹤0.01%
44
+17
830
$1.17K ﹤0.01%
23
-76
831
$1.17K ﹤0.01%
7
-1
832
$1.17K ﹤0.01%
43
-2
833
$1.17K ﹤0.01%
9
-1
834
$1.17K ﹤0.01%
26
+8
835
$1.17K ﹤0.01%
16
+2
836
$1.16K ﹤0.01%
40
+12
837
$1.16K ﹤0.01%
23
-4
838
$1.16K ﹤0.01%
15
-1
839
$1.15K ﹤0.01%
1
840
$1.15K ﹤0.01%
64
+1
841
$1.15K ﹤0.01%
21
+10
842
$1.15K ﹤0.01%
12
-1
843
$1.14K ﹤0.01%
12
+1
844
$1.14K ﹤0.01%
28
-9
845
$1.14K ﹤0.01%
18
-3
846
$1.14K ﹤0.01%
19
-4
847
$1.14K ﹤0.01%
11
-2
848
$1.13K ﹤0.01%
22
+1
849
$1.13K ﹤0.01%
12
-19
850
$1.13K ﹤0.01%
24
-11
32 33
34
35 36