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
976
$817 ﹤0.01%
10
-4
977
$816 ﹤0.01%
6
978
$810 ﹤0.01%
18
+13
979
$810 ﹤0.01%
9
980
$808 ﹤0.01%
3
-1
981
$807 ﹤0.01%
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-1
982
$807 ﹤0.01%
52
+10
983
$805 ﹤0.01%
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$803 ﹤0.01%
5
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$798 ﹤0.01%
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+10
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$787 ﹤0.01%
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$787 ﹤0.01%
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$786 ﹤0.01%
+23
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$785 ﹤0.01%
4
+3
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$785 ﹤0.01%
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-5
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$781 ﹤0.01%
10
+1
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$780 ﹤0.01%
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-8
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$779 ﹤0.01%
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999
$777 ﹤0.01%
6
-1
1000
$773 ﹤0.01%
8
38 39
40
41 42