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
126
$79.7K 0.02%
3,040
+31
127
$78.4K 0.02%
212
128
$76.3K 0.02%
2,051
-2,107
129
$73.7K 0.02%
1,476
+1
130
$72.4K 0.02%
699
+55
131
$70.8K 0.02%
1,310
132
$68.5K 0.02%
3,570
-213
133
$66.5K 0.02%
1,590
134
$66.4K 0.02%
1,395
+300
135
$64.7K 0.02%
1,516
-52
136
$63.5K 0.02%
2,440
-2,000
137
$63K 0.02%
3,313
+1,888
138
$63K 0.02%
3,190
+1,693
139
$62.8K 0.02%
3,499
+1,487
140
$61.9K 0.02%
691
141
$61.9K 0.02%
2,410
142
$60.2K 0.02%
395
-4
143
$58.8K 0.01%
3,884
+595
144
$58.7K 0.01%
411
+3
145
$58.2K 0.01%
600
146
$57.1K 0.01%
2,003
-14
147
$56.3K 0.01%
6,091
-12
148
$54.2K 0.01%
1,035
-45
149
$53.9K 0.01%
1,597
-5
150
$53.8K 0.01%
841
+48
4 5
6
7 8