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
926
$938 ﹤0.01%
18
+7
927
$934 ﹤0.01%
67
+24
928
$933 ﹤0.01%
12
+2
929
$931 ﹤0.01%
13
-3
930
$927 ﹤0.01%
16
931
$926 ﹤0.01%
9
932
$922 ﹤0.01%
14
+5
933
$921 ﹤0.01%
24
-7
934
$918 ﹤0.01%
23
-5
935
$917 ﹤0.01%
67
+9
936
$915 ﹤0.01%
13
+1
937
$911 ﹤0.01%
4
-2
938
$911 ﹤0.01%
5
-2
939
$910 ﹤0.01%
8
+4
940
$908 ﹤0.01%
12
-61
941
$900 ﹤0.01%
34
-2
942
$899 ﹤0.01%
4
943
$898 ﹤0.01%
7
+2
944
$897 ﹤0.01%
19
-8
945
$893 ﹤0.01%
16
+2
946
$887 ﹤0.01%
104
947
$885 ﹤0.01%
3
-1
948
$885 ﹤0.01%
22
-6
949
$885 ﹤0.01%
10
+4
950
$879 ﹤0.01%
24
-1
36 37
38
39 40