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
1476
$129 ﹤0.01%
4
+1
1477
$128 ﹤0.01%
5
+4
1478
$126 ﹤0.01%
2
+1
1479
$126 ﹤0.01%
1
-2
1480
$125 ﹤0.01%
6
-2
1481
$125 ﹤0.01%
5
1482
$124 ﹤0.01%
3
+2
1483
$123 ﹤0.01%
+1
1484
$122 ﹤0.01%
+6
1485
$121 ﹤0.01%
4
+3
1486
$121 ﹤0.01%
3
1487
$120 ﹤0.01%
3
-1
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$120 ﹤0.01%
9
+3
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$119 ﹤0.01%
18
+7
1490
$119 ﹤0.01%
+3
1491
$119 ﹤0.01%
4
-2
1492
$119 ﹤0.01%
6
+2
1493
$118 ﹤0.01%
3
-1
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$118 ﹤0.01%
6
+4
1495
$117 ﹤0.01%
4
-1
1496
$117 ﹤0.01%
12
-1
1497
$117 ﹤0.01%
+3
1498
$117 ﹤0.01%
4
+1
1499
$116 ﹤0.01%
+2
1500
$116 ﹤0.01%
7
+2
58 59
60
61 62