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
1126
$556 ﹤0.01%
8
+1
1127
$554 ﹤0.01%
7
1128
$554 ﹤0.01%
3
+2
1129
$552 ﹤0.01%
3
+1
1130
$549 ﹤0.01%
6
+3
1131
$549 ﹤0.01%
63
-28
1132
$548 ﹤0.01%
16
+13
1133
$548 ﹤0.01%
31
1134
$546 ﹤0.01%
12
+3
1135
$544 ﹤0.01%
12
+11
1136
$543 ﹤0.01%
15
+1
1137
$541 ﹤0.01%
5
-1
1138
$540 ﹤0.01%
4
-1
1139
$536 ﹤0.01%
27
-1
1140
$534 ﹤0.01%
8
-1
1141
$533 ﹤0.01%
17
+8
1142
$531 ﹤0.01%
5
-2
1143
$530 ﹤0.01%
17
-8
1144
$529 ﹤0.01%
18
-1
1145
$527 ﹤0.01%
17
+14
1146
$524 ﹤0.01%
11
-1
1147
$522 ﹤0.01%
+12
1148
$522 ﹤0.01%
3
+2
1149
$521 ﹤0.01%
45
+10
1150
$521 ﹤0.01%
12
-5
44 45
46
47 48