SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
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
1551
$59 ﹤0.01%
3
1552
$56 ﹤0.01%
3
1553
$56 ﹤0.01%
+2
1554
$55 ﹤0.01%
3
+1
1555
$54 ﹤0.01%
6
+1
1556
$54 ﹤0.01%
15
1557
$54 ﹤0.01%
6
+5
1558
$52 ﹤0.01%
16
+8
1559
$51 ﹤0.01%
7
+3
1560
$51 ﹤0.01%
4
+2
1561
$50 ﹤0.01%
3
+2
1562
$50 ﹤0.01%
3
-2
1563
$50 ﹤0.01%
3
+1
1564
$50 ﹤0.01%
14
1565
$48 ﹤0.01%
5
1566
$48 ﹤0.01%
2
1567
$46 ﹤0.01%
+1
1568
$41 ﹤0.01%
2
-4
1569
$40 ﹤0.01%
5
1570
$40 ﹤0.01%
+3
1571
$39 ﹤0.01%
+2
1572
$36 ﹤0.01%
3
1573
$35 ﹤0.01%
1
1574
$34 ﹤0.01%
1
1575
$31 ﹤0.01%
1
61 62
63
64 65