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
251
$23.4K ﹤0.01%
434
+20
252
$23.3K ﹤0.01%
+989
253
$23.1K ﹤0.01%
350
254
$22.8K ﹤0.01%
1,373
+37
255
$22.7K ﹤0.01%
51
+35
256
$22.1K ﹤0.01%
228
+6
257
$21.9K ﹤0.01%
413
-4
258
$21.4K ﹤0.01%
155
+63
259
$21.4K ﹤0.01%
150
-410
260
$21.3K ﹤0.01%
329
+300
261
$20.5K ﹤0.01%
13
262
$20.5K ﹤0.01%
211
263
$20.2K ﹤0.01%
257
264
$20.1K ﹤0.01%
200
265
$20K ﹤0.01%
233
266
$19.9K ﹤0.01%
688
+1
267
$19.9K ﹤0.01%
315
-31
268
$19.7K ﹤0.01%
365
269
$19.4K ﹤0.01%
1,008
+100
270
$19.2K ﹤0.01%
648
+110
271
$19K ﹤0.01%
77
272
$18.9K ﹤0.01%
690
+108
273
$18.7K ﹤0.01%
1,536
274
$18K ﹤0.01%
80
+1
275
$17.9K ﹤0.01%
378
9 10
11
12 13