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
901
$1.08K ﹤0.01%
44
-16
902
$1.08K ﹤0.01%
12
+6
903
$1.08K ﹤0.01%
8
+1
904
$1.08K ﹤0.01%
20
+6
905
$1.08K ﹤0.01%
67
-966
906
$1.08K ﹤0.01%
19
+8
907
$1.07K ﹤0.01%
47
+24
908
$1.07K ﹤0.01%
203
909
$1.07K ﹤0.01%
33
-6
910
$1.07K ﹤0.01%
14
+7
911
$1.06K ﹤0.01%
35
+2
912
$1.06K ﹤0.01%
13
913
$1.06K ﹤0.01%
10
+6
914
$1.06K ﹤0.01%
20
-5
915
$1.05K ﹤0.01%
37
+20
916
$1.05K ﹤0.01%
23
917
$1.05K ﹤0.01%
21
+10
918
$1.04K ﹤0.01%
3
+1
919
$1.04K ﹤0.01%
22
-2
920
$1.04K ﹤0.01%
16
921
$1.03K ﹤0.01%
26
+4
922
$1.03K ﹤0.01%
21
+11
923
$1.03K ﹤0.01%
21
-83
924
$1.03K ﹤0.01%
14
-11
925
$1.01K ﹤0.01%
29
+8
35 36
37
38 39