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
301
$14.5K ﹤0.01%
211
-17
302
$14.4K ﹤0.01%
46
-7
303
$14.1K ﹤0.01%
104
+98
304
$14K ﹤0.01%
477
+476
305
$14K ﹤0.01%
399
+76
306
$13.9K ﹤0.01%
162
307
$13.3K ﹤0.01%
91
-294
308
$13.2K ﹤0.01%
182
309
$13K ﹤0.01%
109
310
$13K ﹤0.01%
56
-1
311
$12.9K ﹤0.01%
364
312
$12.4K ﹤0.01%
71
313
$12.3K ﹤0.01%
87
-7
314
$12.2K ﹤0.01%
126
+103
315
$12.2K ﹤0.01%
+71
316
$12K ﹤0.01%
569
+410
317
$11.6K ﹤0.01%
18
318
$11.6K ﹤0.01%
132
319
$11.6K ﹤0.01%
25
320
$11.5K ﹤0.01%
14
321
$11.5K ﹤0.01%
114
322
$11.3K ﹤0.01%
+223
323
$11.3K ﹤0.01%
44
-467
324
$11.2K ﹤0.01%
390
325
$11K ﹤0.01%
337
11 12
13
14 15