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
201
$25.9K 0.01%
868
-14
202
$25.9K 0.01%
712
-300
203
$25.4K 0.01%
775
204
$25.3K 0.01%
226
-2
205
$25.2K 0.01%
855
-1,381
206
$25.1K 0.01%
471
-16
207
$24.4K 0.01%
119
+1
208
$24.1K 0.01%
445
209
$23.9K 0.01%
120
210
$23.7K 0.01%
325
211
$23.6K 0.01%
247
-9
212
$23.5K 0.01%
400
+1
213
$23.3K 0.01%
300
214
$22.7K 0.01%
+110
215
$22.6K 0.01%
585
+4
216
$22K 0.01%
824
217
$21.8K 0.01%
247
+7
218
$21.5K 0.01%
1,251
-50
219
$21.1K 0.01%
215
220
$20.8K 0.01%
363
+5
221
$20.4K 0.01%
1,536
222
$20.1K 0.01%
385
-150
223
$20K 0.01%
1,049
+22
224
$19.9K 0.01%
260
+92
225
$19.3K ﹤0.01%
450
+400
7 8
9
10 11