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
851
$1.21K ﹤0.01%
40
852
$1.21K ﹤0.01%
5
+2
853
$1.21K ﹤0.01%
2
+1
854
$1.21K ﹤0.01%
33
+16
855
$1.2K ﹤0.01%
12
+1
856
$1.2K ﹤0.01%
16
-4
857
$1.2K ﹤0.01%
44
+5
858
$1.2K ﹤0.01%
33
+3
859
$1.2K ﹤0.01%
19
+9
860
$1.2K ﹤0.01%
21
+3
861
$1.19K ﹤0.01%
25
+11
862
$1.19K ﹤0.01%
5
+3
863
$1.19K ﹤0.01%
7
+4
864
$1.18K ﹤0.01%
9
+3
865
$1.18K ﹤0.01%
39
866
$1.17K ﹤0.01%
31
-12
867
$1.17K ﹤0.01%
8
+4
868
$1.17K ﹤0.01%
35
+1
869
$1.17K ﹤0.01%
14
+1
870
$1.16K ﹤0.01%
5
+1
871
$1.15K ﹤0.01%
42
+20
872
$1.15K ﹤0.01%
140
+80
873
$1.15K ﹤0.01%
31
-4
874
$1.15K ﹤0.01%
23
+11
875
$1.15K ﹤0.01%
34
33 34
35
36 37