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
1351
$258 ﹤0.01%
7
-4
1352
$258 ﹤0.01%
114
-25
1353
$256 ﹤0.01%
10
-3
1354
$253 ﹤0.01%
19
-2
1355
$253 ﹤0.01%
8
+3
1356
$253 ﹤0.01%
8
+2
1357
$252 ﹤0.01%
+20
1358
$250 ﹤0.01%
7
+2
1359
$250 ﹤0.01%
9
1360
$249 ﹤0.01%
+2
1361
$248 ﹤0.01%
6
-1
1362
$248 ﹤0.01%
13
+11
1363
$248 ﹤0.01%
7
-4
1364
$247 ﹤0.01%
7
+6
1365
$246 ﹤0.01%
7
+5
1366
$245 ﹤0.01%
6
1367
$244 ﹤0.01%
5
+4
1368
$243 ﹤0.01%
13
+5
1369
$241 ﹤0.01%
7
+2
1370
$240 ﹤0.01%
8
+1
1371
$240 ﹤0.01%
4
1372
$238 ﹤0.01%
7
+6
1373
$236 ﹤0.01%
+7
1374
$235 ﹤0.01%
5
-1
1375
$233 ﹤0.01%
20
-4
53 54
55
56 57