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
901
$1.01K ﹤0.01%
4
+1
902
$1.01K ﹤0.01%
7
-1
903
$1K ﹤0.01%
12
+10
904
$1K ﹤0.01%
25
905
$993 ﹤0.01%
16
906
$985 ﹤0.01%
26
+3
907
$984 ﹤0.01%
15
908
$983 ﹤0.01%
10
+2
909
$982 ﹤0.01%
8
-1
910
$980 ﹤0.01%
51
-10
911
$976 ﹤0.01%
+102
912
$974 ﹤0.01%
18
-2
913
$971 ﹤0.01%
90
+69
914
$969 ﹤0.01%
18
915
$968 ﹤0.01%
15
916
$964 ﹤0.01%
17
+4
917
$957 ﹤0.01%
11
+2
918
$956 ﹤0.01%
56
-2
919
$950 ﹤0.01%
5
+2
920
$947 ﹤0.01%
10
-3
921
$946 ﹤0.01%
40
922
$945 ﹤0.01%
13
+7
923
$943 ﹤0.01%
23
-2
924
$941 ﹤0.01%
23
+5
925
$938 ﹤0.01%
5
35 36
37
38 39