SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$630M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,692
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.65M
3
+$1.71M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.24M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.18M

Top Sells

1
+$10.5M
2
+$2.45M
3
+$1.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$848K
5
AMZN icon
Amazon
AMZN
+$761K

Sector Composition

1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31.6K 0.01%
274
-76
227
$31.1K ﹤0.01%
+562
228
$30.9K ﹤0.01%
803
-33
229
$30.9K ﹤0.01%
1,581
-3,343
230
$30.8K ﹤0.01%
2,581
231
$30.6K ﹤0.01%
580
-20
232
$30.6K ﹤0.01%
2,923
233
$30.5K ﹤0.01%
147
-143
234
$30.5K ﹤0.01%
247
-230
235
$30.5K ﹤0.01%
+600
236
$30.4K ﹤0.01%
334
+36
237
$28.6K ﹤0.01%
1,375
238
$28.6K ﹤0.01%
711
-205
239
$28.6K ﹤0.01%
328
-19
240
$28.1K ﹤0.01%
129
-3
241
$27.9K ﹤0.01%
109
-2
242
$27.7K ﹤0.01%
214
+9
243
$27.6K ﹤0.01%
231
-18
244
$27.1K ﹤0.01%
97
+34
245
$27.1K ﹤0.01%
295
246
$27K ﹤0.01%
551
-235
247
$26.7K ﹤0.01%
112
248
$26.5K ﹤0.01%
117
+32
249
$26.5K ﹤0.01%
900
250
$26.3K ﹤0.01%
737
-139
8 9
10
11 12