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
951
$876 ﹤0.01%
38
+31
952
$875 ﹤0.01%
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-1
953
$870 ﹤0.01%
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-3
954
$869 ﹤0.01%
4
955
$869 ﹤0.01%
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-2
956
$863 ﹤0.01%
10
+4
957
$862 ﹤0.01%
27
-7
958
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+9
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+25
961
$859 ﹤0.01%
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$851 ﹤0.01%
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$846 ﹤0.01%
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$843 ﹤0.01%
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966
$841 ﹤0.01%
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$837 ﹤0.01%
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+1
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$830 ﹤0.01%
8
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$827 ﹤0.01%
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-5
971
$823 ﹤0.01%
5
-1
972
$822 ﹤0.01%
+2
973
$822 ﹤0.01%
12
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974
$819 ﹤0.01%
17
+1
975
$818 ﹤0.01%
7
+6
37 38
39
40 41