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
1376
$233 ﹤0.01%
7
-6
1377
$233 ﹤0.01%
4
1378
$232 ﹤0.01%
20
+3
1379
$232 ﹤0.01%
3
1380
$231 ﹤0.01%
9
+8
1381
$230 ﹤0.01%
9
+1
1382
$229 ﹤0.01%
2
1383
$229 ﹤0.01%
38
+24
1384
$228 ﹤0.01%
16
+1
1385
$228 ﹤0.01%
9
1386
$227 ﹤0.01%
5
1387
$222 ﹤0.01%
8
+4
1388
$220 ﹤0.01%
6
1389
$220 ﹤0.01%
12
+9
1390
$219 ﹤0.01%
8
-7
1391
$218 ﹤0.01%
1
1392
$217 ﹤0.01%
10
+4
1393
$213 ﹤0.01%
18
-3
1394
$213 ﹤0.01%
2
+1
1395
$211 ﹤0.01%
8
+7
1396
$209 ﹤0.01%
8
+1
1397
$206 ﹤0.01%
9
-4
1398
$205 ﹤0.01%
8
+3
1399
$204 ﹤0.01%
5
-4
1400
$204 ﹤0.01%
3
-2
54 55
56
57 58