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
176
$35.5K 0.01%
110
-2
177
$35.1K 0.01%
163
-118
178
$34.5K 0.01%
98
+2
179
$33.8K 0.01%
1,938
180
$33.5K 0.01%
1,500
-900
181
$33K 0.01%
84
-6
182
$32.8K 0.01%
196
+3
183
$32.6K 0.01%
382
-13
184
$31.6K 0.01%
332
185
$31.1K 0.01%
548
+507
186
$30.5K 0.01%
+1,251
187
$30.4K 0.01%
321
-7
188
$29.8K 0.01%
321
+1
189
$29.8K 0.01%
500
190
$29.6K 0.01%
67
191
$29.5K 0.01%
522
+10
192
$29K 0.01%
518
-4
193
$28.6K 0.01%
316
+3
194
$27.9K 0.01%
545
-2,000
195
$27.8K 0.01%
320
-10
196
$27.6K 0.01%
159
197
$27.5K 0.01%
328
+323
198
$27.1K 0.01%
920
-8
199
$26.7K 0.01%
186
200
$26.1K 0.01%
61
-4
6 7
8
9 10