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
$336M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,746
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$2.83M
3
+$1.79M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.38M
5
AAPL icon
Apple
AAPL
+$1.15M

Top Sells

1
+$1.62M
2
+$1.26M
3
+$822K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$519K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$249K

Sector Composition

1 Consumer Staples 8.38%
2 Technology 3.66%
3 Healthcare 3.36%
4 Consumer Discretionary 2.15%
5 Financials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$35.8K 0.01%
2,012
177
$34.7K 0.01%
1,739
178
$34.4K 0.01%
196
-136
179
$34.3K 0.01%
1,525
180
$33.5K 0.01%
203
+29
181
$33.4K 0.01%
719
+216
182
$33.2K 0.01%
177
+21
183
$32.7K 0.01%
1,529
184
$32.3K 0.01%
1,528
+1,090
185
$32.2K 0.01%
379
+37
186
$32.1K 0.01%
334
-235
187
$31.5K 0.01%
273
-343
188
$31K 0.01%
500
189
$30.8K 0.01%
11,461
190
$30.3K 0.01%
332
191
$30K 0.01%
359
-481
192
$29.7K 0.01%
1,463
193
$29.5K 0.01%
102
+39
194
$29.4K 0.01%
1,497
195
$29.2K 0.01%
1,212
-1,376
196
$29.2K 0.01%
1,938
197
$28.2K 0.01%
163
-206
198
$28.2K 0.01%
1,365
199
$28.2K 0.01%
172
-194
200
$28.2K 0.01%
81
-231
6 7
8
9 10