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
$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
351
$8.72K ﹤0.01%
132
+5
352
$8.69K ﹤0.01%
117
353
$8.59K ﹤0.01%
62
354
$8.54K ﹤0.01%
20
355
$8.51K ﹤0.01%
132
356
$8.41K ﹤0.01%
8
357
$8.4K ﹤0.01%
48
-4
358
$8.24K ﹤0.01%
80
-12
359
$8.1K ﹤0.01%
39
360
$8K ﹤0.01%
51
361
$7.97K ﹤0.01%
126
-6
362
$7.97K ﹤0.01%
+400
363
$7.92K ﹤0.01%
2
364
$7.87K ﹤0.01%
86
365
$7.84K ﹤0.01%
230
366
$7.75K ﹤0.01%
44
367
$7.74K ﹤0.01%
48
368
$7.59K ﹤0.01%
1
369
$7.59K ﹤0.01%
15
370
$7.52K ﹤0.01%
84
+2
371
$7.46K ﹤0.01%
70
+52
372
$7.44K ﹤0.01%
5
373
$7.39K ﹤0.01%
150
374
$7.3K ﹤0.01%
20
375
$7.27K ﹤0.01%
46
-6
13 14
15
16 17