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
276
$20.6K ﹤0.01%
298
-10
277
$20.6K ﹤0.01%
+577
278
$20.6K ﹤0.01%
945
-30
279
$20.4K ﹤0.01%
513
+28
280
$20.4K ﹤0.01%
70
-5
281
$20.1K ﹤0.01%
908
282
$20K ﹤0.01%
220
-17
283
$19.7K ﹤0.01%
210
284
$19.4K ﹤0.01%
357
-134
285
$19.1K ﹤0.01%
432
-2,062
286
$18.8K ﹤0.01%
1,184
287
$18.6K ﹤0.01%
104
-3
288
$18.3K ﹤0.01%
170
-66
289
$18.2K ﹤0.01%
114
+93
290
$18.1K ﹤0.01%
426
291
$17.8K ﹤0.01%
538
292
$17.6K ﹤0.01%
481
-6
293
$17.4K ﹤0.01%
157
-635
294
$17.4K ﹤0.01%
3
-1
295
$17.3K ﹤0.01%
223
-219
296
$17.1K ﹤0.01%
420
297
$17K ﹤0.01%
204
-18
298
$16.9K ﹤0.01%
233
299
$16.7K ﹤0.01%
231
-6
300
$16.7K ﹤0.01%
105
-4
10 11
12
13 14