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
1276
$349 ﹤0.01%
6
-3
1277
$348 ﹤0.01%
9
1278
$348 ﹤0.01%
15
+1
1279
$347 ﹤0.01%
11
+1
1280
$346 ﹤0.01%
27
-5
1281
$344 ﹤0.01%
10
1282
$343 ﹤0.01%
3
+1
1283
$341 ﹤0.01%
8
1284
$340 ﹤0.01%
18
+15
1285
$339 ﹤0.01%
5
1286
$339 ﹤0.01%
3
1287
$336 ﹤0.01%
2
1288
$335 ﹤0.01%
5
1289
$333 ﹤0.01%
16
-4
1290
$333 ﹤0.01%
18
1291
$331 ﹤0.01%
5
1292
$331 ﹤0.01%
+8
1293
$331 ﹤0.01%
7
1294
$329 ﹤0.01%
2
-2
1295
$328 ﹤0.01%
40
+17
1296
$321 ﹤0.01%
17
+2
1297
$316 ﹤0.01%
13
+11
1298
$316 ﹤0.01%
11
-2
1299
$315 ﹤0.01%
71
-7
1300
$315 ﹤0.01%
7
-2
50 51
52
53 54