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
1526
$90 ﹤0.01%
4
1527
$89 ﹤0.01%
4
-4
1528
$87 ﹤0.01%
+5
1529
$87 ﹤0.01%
4
+2
1530
$85 ﹤0.01%
3
+1
1531
$83 ﹤0.01%
1
1532
$81 ﹤0.01%
2
1533
$81 ﹤0.01%
3
-27
1534
$80 ﹤0.01%
1
-1
1535
$79 ﹤0.01%
26
+10
1536
$79 ﹤0.01%
+7
1537
$79 ﹤0.01%
11
+1
1538
$78 ﹤0.01%
+1
1539
$77 ﹤0.01%
+2
1540
$75 ﹤0.01%
4
1541
$70 ﹤0.01%
5
+1
1542
$70 ﹤0.01%
4
+1
1543
$68 ﹤0.01%
4
+3
1544
$67 ﹤0.01%
+2
1545
$65 ﹤0.01%
5
+2
1546
$64 ﹤0.01%
+1
1547
$63 ﹤0.01%
5
-1
1548
$62 ﹤0.01%
7
+2
1549
$60 ﹤0.01%
10
1550
$59 ﹤0.01%
7
+2
60 61
62
63 64