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
101
$109K 0.03%
1,629
-2
102
$104K 0.03%
808
-2
103
$98.9K 0.02%
1,182
+17
104
$98.5K 0.02%
4,895
+1,722
105
$98.1K 0.02%
2,125
106
$94.9K 0.02%
1,173
107
$94.4K 0.02%
5,920
-4,263
108
$94.3K 0.02%
828
+640
109
$93.7K 0.02%
756
-1
110
$93.3K 0.02%
4,924
+1,832
111
$92.8K 0.02%
4,236
-264
112
$91.3K 0.02%
1,841
+8
113
$91K 0.02%
550
-54
114
$90.9K 0.02%
1,600
115
$89.8K 0.02%
794
+3
116
$88.9K 0.02%
565
+13
117
$86.9K 0.02%
500
-124
118
$86.5K 0.02%
3,164
+5
119
$85.5K 0.02%
2,558
+109
120
$83.8K 0.02%
516
-20
121
$83.4K 0.02%
465
-18
122
$82.5K 0.02%
1,324
123
$81.7K 0.02%
+1,253
124
$81.6K 0.02%
1,746
125
$80.5K 0.02%
759
3 4
5
6 7