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
376
$7.25K ﹤0.01%
34
377
$7.24K ﹤0.01%
149
+37
378
$7.21K ﹤0.01%
36
379
$7.17K ﹤0.01%
24
-2
380
$7.16K ﹤0.01%
231
381
$7.12K ﹤0.01%
113
+2
382
$7.08K ﹤0.01%
48
383
$7.04K ﹤0.01%
124
+12
384
$6.94K ﹤0.01%
21
385
$6.89K ﹤0.01%
35
-2
386
$6.86K ﹤0.01%
53
-5
387
$6.78K ﹤0.01%
49
-394
388
$6.76K ﹤0.01%
259
389
$6.74K ﹤0.01%
15
-94
390
$6.74K ﹤0.01%
4
391
$6.72K ﹤0.01%
61
-9
392
$6.68K ﹤0.01%
75
393
$6.65K ﹤0.01%
25
394
$6.61K ﹤0.01%
68
-2
395
$6.54K ﹤0.01%
106
396
$6.48K ﹤0.01%
440
+5
397
$6.46K ﹤0.01%
87
398
$6.46K ﹤0.01%
64
399
$6.33K ﹤0.01%
94
400
$6.32K ﹤0.01%
30
+1
14 15
16
17 18