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
351
$9.16K ﹤0.01%
500
352
$8.86K ﹤0.01%
138
+3
353
$8.53K ﹤0.01%
322
354
$8.32K ﹤0.01%
340
-50
355
$8.17K ﹤0.01%
653
356
$8.08K ﹤0.01%
34
+1
357
$7.97K ﹤0.01%
466
-1
358
$7.83K ﹤0.01%
+231
359
$7.81K ﹤0.01%
382
-61
360
$7.79K ﹤0.01%
25
-8
361
$7.64K ﹤0.01%
60
362
$7.58K ﹤0.01%
1,730
363
$7.55K ﹤0.01%
75
364
$7.42K ﹤0.01%
389
365
$7.38K ﹤0.01%
+103
366
$7.31K ﹤0.01%
231
367
$7.21K ﹤0.01%
9
+8
368
$7.19K ﹤0.01%
678
-2,655
369
$7.18K ﹤0.01%
227
370
$7.15K ﹤0.01%
136
+57
371
$7.15K ﹤0.01%
242
+1
372
$7.06K ﹤0.01%
25
-203
373
$6.91K ﹤0.01%
106
-4
374
$6.84K ﹤0.01%
73
-3
375
$6.79K ﹤0.01%
46
13 14
15
16 17