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
1251
$375 ﹤0.01%
9
1252
$374 ﹤0.01%
23
+15
1253
$374 ﹤0.01%
8
+7
1254
$374 ﹤0.01%
33
-3
1255
$373 ﹤0.01%
7
+2
1256
$373 ﹤0.01%
18
+4
1257
$370 ﹤0.01%
4
-1
1258
$370 ﹤0.01%
5
-2
1259
$368 ﹤0.01%
12
1260
$365 ﹤0.01%
13
-2
1261
$365 ﹤0.01%
10
+2
1262
$364 ﹤0.01%
12
+1
1263
$364 ﹤0.01%
14
1264
$363 ﹤0.01%
21
+10
1265
$362 ﹤0.01%
6
+2
1266
$361 ﹤0.01%
39
+9
1267
$361 ﹤0.01%
7
+3
1268
$361 ﹤0.01%
8
1269
$360 ﹤0.01%
7
+3
1270
$360 ﹤0.01%
11
-6
1271
$357 ﹤0.01%
3
-1
1272
$357 ﹤0.01%
13
+9
1273
$354 ﹤0.01%
9
-3
1274
$351 ﹤0.01%
10
-2
1275
$350 ﹤0.01%
70
-14
49 50
51
52 53