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
1151
$520 ﹤0.01%
13
-3
1152
$519 ﹤0.01%
25
-22
1153
$516 ﹤0.01%
16
+10
1154
$515 ﹤0.01%
17
+1
1155
$515 ﹤0.01%
45
-23
1156
$515 ﹤0.01%
10
-4
1157
$515 ﹤0.01%
20
+10
1158
$514 ﹤0.01%
15
+1
1159
$513 ﹤0.01%
6
-1
1160
$513 ﹤0.01%
5
1161
$512 ﹤0.01%
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-3
1162
$509 ﹤0.01%
7
-3
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$507 ﹤0.01%
12
+1
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$506 ﹤0.01%
8
1165
$505 ﹤0.01%
28
+3
1166
$501 ﹤0.01%
83
+55
1167
$501 ﹤0.01%
23
+4
1168
$499 ﹤0.01%
3
-1
1169
$499 ﹤0.01%
48
+14
1170
$499 ﹤0.01%
16
+2
1171
$498 ﹤0.01%
12
1172
$490 ﹤0.01%
16
+4
1173
$484 ﹤0.01%
18
+12
1174
$481 ﹤0.01%
+2
1175
$479 ﹤0.01%
15
+1
45 46
47
48 49