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
1176
$478 ﹤0.01%
5
+2
1177
$476 ﹤0.01%
4
1178
$476 ﹤0.01%
7
+2
1179
$475 ﹤0.01%
16
-3
1180
$473 ﹤0.01%
3
-2
1181
$473 ﹤0.01%
6
-2
1182
$473 ﹤0.01%
47
-19
1183
$472 ﹤0.01%
12
1184
$472 ﹤0.01%
7
-2
1185
$471 ﹤0.01%
10
+2
1186
$467 ﹤0.01%
5
+2
1187
$467 ﹤0.01%
5
-2
1188
$467 ﹤0.01%
12
+5
1189
$466 ﹤0.01%
3
-1
1190
$465 ﹤0.01%
52
+30
1191
$458 ﹤0.01%
48
+18
1192
$458 ﹤0.01%
22
+10
1193
$458 ﹤0.01%
36
-3
1194
$456 ﹤0.01%
7
+4
1195
$454 ﹤0.01%
20
-4
1196
$453 ﹤0.01%
4
-4
1197
$453 ﹤0.01%
12
1198
$452 ﹤0.01%
16
+4
1199
$452 ﹤0.01%
2
1200
$446 ﹤0.01%
9
-3
46 47
48
49 50