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
851
$1.12K ﹤0.01%
2
-10
852
$1.12K ﹤0.01%
7
853
$1.12K ﹤0.01%
10
-2
854
$1.12K ﹤0.01%
31
-38
855
$1.11K ﹤0.01%
44
+36
856
$1.11K ﹤0.01%
54
-10
857
$1.11K ﹤0.01%
13
+2
858
$1.11K ﹤0.01%
69
+31
859
$1.11K ﹤0.01%
10
860
$1.1K ﹤0.01%
26
+2
861
$1.1K ﹤0.01%
7
-2
862
$1.1K ﹤0.01%
28
-1
863
$1.1K ﹤0.01%
19
-3
864
$1.09K ﹤0.01%
39
+15
865
$1.09K ﹤0.01%
33
-2
866
$1.09K ﹤0.01%
13
867
$1.09K ﹤0.01%
43
+20
868
$1.09K ﹤0.01%
21
869
$1.08K ﹤0.01%
8
-1
870
$1.08K ﹤0.01%
14
-2
871
$1.08K ﹤0.01%
2
872
$1.08K ﹤0.01%
8
873
$1.08K ﹤0.01%
23
874
$1.07K ﹤0.01%
18
-4
875
$1.07K ﹤0.01%
+12
33 34
35
36 37