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
1026
$721 ﹤0.01%
9
-2
1027
$720 ﹤0.01%
100
1028
$719 ﹤0.01%
4
-1
1029
$715 ﹤0.01%
10
1030
$715 ﹤0.01%
9
1031
$714 ﹤0.01%
6
-2
1032
$714 ﹤0.01%
12
-5
1033
$709 ﹤0.01%
28
-5
1034
$708 ﹤0.01%
4
-1
1035
$704 ﹤0.01%
5
-1
1036
$703 ﹤0.01%
17
+2
1037
$703 ﹤0.01%
15
+1
1038
$702 ﹤0.01%
12
-2
1039
$702 ﹤0.01%
26
+4
1040
$701 ﹤0.01%
136
-21
1041
$699 ﹤0.01%
21
+4
1042
$698 ﹤0.01%
29
1043
$696 ﹤0.01%
32
-8
1044
$692 ﹤0.01%
25
+5
1045
$690 ﹤0.01%
24
-4
1046
$689 ﹤0.01%
13
1047
$688 ﹤0.01%
37
-12
1048
$685 ﹤0.01%
5
-1
1049
$684 ﹤0.01%
30
-1
1050
$683 ﹤0.01%
16
+1
40 41
42
43 44