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
201
$27.9K 0.01%
229
-2
202
$27.8K 0.01%
1,006
+337
203
$27.1K 0.01%
1,425
204
$26.8K 0.01%
865
-10
205
$26.6K 0.01%
346
+311
206
$26.3K 0.01%
70
+5
207
$26.2K 0.01%
671
-505
208
$25.9K 0.01%
249
+16
209
$24.9K 0.01%
62
-69
210
$24.8K 0.01%
863
+36
211
$24.6K 0.01%
712
212
$24.5K 0.01%
663
213
$24.5K 0.01%
475
214
$24.5K 0.01%
1,619
215
$24.4K 0.01%
262
+29
216
$24.2K 0.01%
1,150
-53
217
$24.1K 0.01%
111
+5
218
$23.9K 0.01%
322
+12
219
$23.6K 0.01%
95
220
$23.3K 0.01%
1,289
-135
221
$22.8K 0.01%
186
-4
222
$22.6K 0.01%
385
+23
223
$22.4K 0.01%
300
224
$21.9K 0.01%
325
225
$21.8K 0.01%
138
-4
7 8
9
10 11