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
$327M
AUM Growth
-$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$944K
2
+$348K
3
+$278K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$242K
5
BND icon
Vanguard Total Bond Market
BND
+$231K

Top Sells

1
+$234K
2
+$202K
3
+$140K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$104K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$86.7K

Sector Composition

1 Consumer Staples 9.39%
2 Technology 4.94%
3 Financials 3.52%
4 Healthcare 2.71%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K ﹤0.01%
604
402
$9K ﹤0.01%
31
-56
403
$9K ﹤0.01%
+93
404
$9K ﹤0.01%
200
405
$8K ﹤0.01%
+1,450
406
$8K ﹤0.01%
+136
407
$8K ﹤0.01%
372
408
$8K ﹤0.01%
10
+1
409
$8K ﹤0.01%
33
410
$8K ﹤0.01%
525
-1,475
411
$8K ﹤0.01%
681
+1
412
$8K ﹤0.01%
220
-300
413
$8K ﹤0.01%
155
+4
414
$8K ﹤0.01%
130
415
$8K ﹤0.01%
1,000
416
$8K ﹤0.01%
133
417
$7K ﹤0.01%
100
418
$7K ﹤0.01%
341
+11
419
$7K ﹤0.01%
281
+1
420
$7K ﹤0.01%
78
+53
421
$7K ﹤0.01%
1,000
422
$7K ﹤0.01%
110
+50
423
$7K ﹤0.01%
450
424
$7K ﹤0.01%
231
425
$6K ﹤0.01%
80
15 16
17
18 19