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
1326
$283 ﹤0.01%
9
-4
1327
$283 ﹤0.01%
+3
1328
$283 ﹤0.01%
5
+3
1329
$282 ﹤0.01%
4
+1
1330
$281 ﹤0.01%
4
1331
$279 ﹤0.01%
3
1332
$279 ﹤0.01%
4
+1
1333
$279 ﹤0.01%
12
+4
1334
$278 ﹤0.01%
5
+1
1335
$278 ﹤0.01%
27
+6
1336
$277 ﹤0.01%
8
+4
1337
$277 ﹤0.01%
5
+3
1338
$277 ﹤0.01%
8
+1
1339
$276 ﹤0.01%
24
+1
1340
$274 ﹤0.01%
18
-4
1341
$273 ﹤0.01%
4
+2
1342
$272 ﹤0.01%
4
1343
$271 ﹤0.01%
10
+5
1344
$270 ﹤0.01%
26
+4
1345
$269 ﹤0.01%
30
+13
1346
$268 ﹤0.01%
6
-2
1347
$266 ﹤0.01%
25
-8
1348
$265 ﹤0.01%
4
-3
1349
$261 ﹤0.01%
+11
1350
$258 ﹤0.01%
21
+17
52 53
54
55 56