SIC

SJS Investment Consulting Portfolio holdings

AUM $630M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$516M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,722
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$3.12M
3
+$2.24M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.35M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.3M

Top Sells

1
+$4.45M
2
+$1.41M
3
+$863K
4
AMD icon
Advanced Micro Devices
AMD
+$423K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$170K

Sector Composition

1 Technology 4.92%
2 Consumer Staples 4.3%
3 Healthcare 4.01%
4 Consumer Discretionary 1.37%
5 Financials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31.1K 0.01%
+920
227
$30.6K 0.01%
577
228
$30.5K 0.01%
210
+152
229
$30.3K 0.01%
1,217
-11
230
$29.5K 0.01%
367
231
$29.2K 0.01%
418
-582
232
$29.2K 0.01%
78
233
$29K 0.01%
924
-14
234
$28.2K 0.01%
+508
235
$27.7K 0.01%
61
+31
236
$27.2K 0.01%
339
-15
237
$27.2K 0.01%
229
238
$26.8K 0.01%
174
239
$26.7K 0.01%
298
240
$26.4K 0.01%
118
241
$26.4K 0.01%
325
242
$26.1K 0.01%
1,312
243
$26K 0.01%
270
244
$26K 0.01%
105
245
$25.9K 0.01%
900
-597
246
$25.3K ﹤0.01%
225
+1
247
$25.1K ﹤0.01%
324
248
$24.2K ﹤0.01%
824
249
$24.1K ﹤0.01%
405
+2
250
$24K ﹤0.01%
1,983
-26
8 9
10
11 12