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
1451
$158 ﹤0.01%
4
+2
1452
$158 ﹤0.01%
7
+4
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$155 ﹤0.01%
9
+4
1454
$153 ﹤0.01%
4
+1
1455
$152 ﹤0.01%
5
-1
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$150 ﹤0.01%
+9
1457
$149 ﹤0.01%
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-3
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$148 ﹤0.01%
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-3
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$148 ﹤0.01%
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$147 ﹤0.01%
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+20
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$147 ﹤0.01%
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$146 ﹤0.01%
3
+2
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$146 ﹤0.01%
4
1464
$145 ﹤0.01%
10
-5
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$145 ﹤0.01%
2
1466
$145 ﹤0.01%
+9
1467
$144 ﹤0.01%
3
-1
1468
$144 ﹤0.01%
6
+1
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$140 ﹤0.01%
5
+2
1470
$138 ﹤0.01%
13
+9
1471
$136 ﹤0.01%
11
-1
1472
$135 ﹤0.01%
5
1473
$134 ﹤0.01%
3
1474
$132 ﹤0.01%
2
1475
$131 ﹤0.01%
+2
57 58
59
60 61