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
401
$5.35K ﹤0.01%
45
402
$5.3K ﹤0.01%
+82
403
$5.24K ﹤0.01%
22
-34
404
$5.15K ﹤0.01%
+96
405
$5.1K ﹤0.01%
200
406
$4.96K ﹤0.01%
275
407
$4.92K ﹤0.01%
30
408
$4.84K ﹤0.01%
172
-55
409
$4.83K ﹤0.01%
21
-17
410
$4.8K ﹤0.01%
85
-14
411
$4.79K ﹤0.01%
34
-22
412
$4.72K ﹤0.01%
25
413
$4.53K ﹤0.01%
+73
414
$4.52K ﹤0.01%
6
-5
415
$4.52K ﹤0.01%
14
-10
416
$4.49K ﹤0.01%
80
+1
417
$4.48K ﹤0.01%
5
-5
418
$4.46K ﹤0.01%
80
419
$4.44K ﹤0.01%
136
-23
420
$4.42K ﹤0.01%
163
421
$4.4K ﹤0.01%
89
422
$4.37K ﹤0.01%
300
+100
423
$4.3K ﹤0.01%
97
-9
424
$4.27K ﹤0.01%
8
-6
425
$4.24K ﹤0.01%
60
-100
15 16
17
18 19