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
276
$17.9K ﹤0.01%
30
277
$17.7K ﹤0.01%
75
-6
278
$17.7K ﹤0.01%
426
279
$17.6K ﹤0.01%
226
+3
280
$17.4K ﹤0.01%
498
+239
281
$17.4K ﹤0.01%
424
-15
282
$17.3K ﹤0.01%
246
283
$17.2K ﹤0.01%
647
-311
284
$17K ﹤0.01%
+165
285
$16.7K ﹤0.01%
122
286
$16.6K ﹤0.01%
144
287
$16.6K ﹤0.01%
638
288
$16.5K ﹤0.01%
165
289
$16.2K ﹤0.01%
+1,200
290
$16.1K ﹤0.01%
86
291
$16.1K ﹤0.01%
222
292
$16K ﹤0.01%
150
+118
293
$15.7K ﹤0.01%
528
294
$15.7K ﹤0.01%
134
295
$15.3K ﹤0.01%
171
296
$15.3K ﹤0.01%
67
297
$15.3K ﹤0.01%
63
298
$15.2K ﹤0.01%
198
299
$15.1K ﹤0.01%
445
300
$14.6K ﹤0.01%
2,956
10 11
12
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