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
401
$6.26K ﹤0.01%
100
402
$6.25K ﹤0.01%
36
403
$6.21K ﹤0.01%
160
404
$6.18K ﹤0.01%
16
-174
405
$6.17K ﹤0.01%
49
406
$6.15K ﹤0.01%
22
407
$6.11K ﹤0.01%
19
408
$6.08K ﹤0.01%
35
409
$6.08K ﹤0.01%
437
410
$6.07K ﹤0.01%
38
-1
411
$6.05K ﹤0.01%
373
412
$6K ﹤0.01%
21
-1
413
$5.99K ﹤0.01%
60
414
$5.96K ﹤0.01%
68
-8
415
$5.93K ﹤0.01%
2
-9
416
$5.92K ﹤0.01%
177
417
$5.85K ﹤0.01%
40
-5
418
$5.8K ﹤0.01%
13
-96
419
$5.67K ﹤0.01%
14
-77
420
$5.65K ﹤0.01%
216
421
$5.65K ﹤0.01%
40
422
$5.64K ﹤0.01%
29
423
$5.61K ﹤0.01%
46
424
$5.61K ﹤0.01%
28
425
$5.55K ﹤0.01%
47
-6
15 16
17
18 19