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
876
$1.15K ﹤0.01%
11
+5
877
$1.14K ﹤0.01%
64
+31
878
$1.14K ﹤0.01%
23
-13
879
$1.14K ﹤0.01%
16
+8
880
$1.14K ﹤0.01%
53
+2
881
$1.14K ﹤0.01%
54
+28
882
$1.14K ﹤0.01%
10
-3
883
$1.14K ﹤0.01%
53
+26
884
$1.14K ﹤0.01%
17
+8
885
$1.13K ﹤0.01%
13
+7
886
$1.13K ﹤0.01%
11
+6
887
$1.13K ﹤0.01%
19
-21
888
$1.12K ﹤0.01%
11
-4
889
$1.12K ﹤0.01%
27
+11
890
$1.11K ﹤0.01%
17
+3
891
$1.11K ﹤0.01%
61
+26
892
$1.11K ﹤0.01%
24
+11
893
$1.11K ﹤0.01%
48
-13
894
$1.11K ﹤0.01%
43
+19
895
$1.1K ﹤0.01%
32
+26
896
$1.1K ﹤0.01%
14
+3
897
$1.1K ﹤0.01%
5
898
$1.09K ﹤0.01%
17
+7
899
$1.09K ﹤0.01%
9
+1
900
$1.09K ﹤0.01%
22
+13
34 35
36
37 38