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
1301
$315 ﹤0.01%
11
+4
1302
$312 ﹤0.01%
18
+7
1303
$311 ﹤0.01%
6
+2
1304
$311 ﹤0.01%
11
+7
1305
$311 ﹤0.01%
19
-15
1306
$310 ﹤0.01%
6
+1
1307
$308 ﹤0.01%
17
+2
1308
$307 ﹤0.01%
15
+5
1309
$306 ﹤0.01%
7
+4
1310
$304 ﹤0.01%
+7
1311
$303 ﹤0.01%
9
-5
1312
$302 ﹤0.01%
21
+2
1313
$302 ﹤0.01%
35
+4
1314
$300 ﹤0.01%
+25
1315
$299 ﹤0.01%
77
1316
$297 ﹤0.01%
5
+1
1317
$296 ﹤0.01%
14
+12
1318
$293 ﹤0.01%
35
-2
1319
$290 ﹤0.01%
5
-1
1320
$290 ﹤0.01%
5
-2
1321
$288 ﹤0.01%
11
+6
1322
$287 ﹤0.01%
+4
1323
$287 ﹤0.01%
11
+7
1324
$287 ﹤0.01%
12
+3
1325
$287 ﹤0.01%
7
-2
51 52
53
54 55