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
151
$52.6K 0.01%
1,023
152
$51.6K 0.01%
180
-17
153
$51.5K 0.01%
228
+2
154
$50.5K 0.01%
259
155
$49.6K 0.01%
4,536
156
$49.3K 0.01%
1,231
+1
157
$49K 0.01%
758
+538
158
$48.2K 0.01%
1,159
+33
159
$45.2K 0.01%
1,701
+9
160
$45K 0.01%
118
+2
161
$43.6K 0.01%
165
+2
162
$43.4K 0.01%
2,222
-1,191
163
$42.9K 0.01%
2,238
164
$41.8K 0.01%
516
+366
165
$41.2K 0.01%
166
-1
166
$40.4K 0.01%
191
+149
167
$39.4K 0.01%
230
+1
168
$39.1K 0.01%
306
+82
169
$38.6K 0.01%
993
+3
170
$38.6K 0.01%
3,878
+40
171
$38.6K 0.01%
503
-66
172
$37.1K 0.01%
206
-9
173
$37K 0.01%
530
+2
174
$37K 0.01%
1,719
+109
175
$36.7K 0.01%
308
+100
5 6
7
8 9