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
876
$1.07K ﹤0.01%
20
-1
877
$1.07K ﹤0.01%
92
-55
878
$1.06K ﹤0.01%
19
-1
879
$1.06K ﹤0.01%
16
+2
880
$1.06K ﹤0.01%
15
-1
881
$1.06K ﹤0.01%
13
+5
882
$1.06K ﹤0.01%
3
-1
883
$1.06K ﹤0.01%
35
+11
884
$1.06K ﹤0.01%
9
-2
885
$1.05K ﹤0.01%
31
+3
886
$1.05K ﹤0.01%
5
-1
887
$1.05K ﹤0.01%
28
888
$1.05K ﹤0.01%
28
889
$1.05K ﹤0.01%
4
-11
890
$1.04K ﹤0.01%
28
+3
891
$1.04K ﹤0.01%
38
-3
892
$1.04K ﹤0.01%
56
+47
893
$1.03K ﹤0.01%
7
-1
894
$1.03K ﹤0.01%
54
-1
895
$1.02K ﹤0.01%
48
-5
896
$1.02K ﹤0.01%
10
-2
897
$1.02K ﹤0.01%
25
898
$1.02K ﹤0.01%
27
+6
899
$1.01K ﹤0.01%
3
900
$1.01K ﹤0.01%
7
-1
34 35
36
37 38