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
426
$5.53K ﹤0.01%
130
427
$5.51K ﹤0.01%
7
428
$5.45K ﹤0.01%
57
429
$5.44K ﹤0.01%
50
-1
430
$5.44K ﹤0.01%
51
431
$5.43K ﹤0.01%
54
432
$5.43K ﹤0.01%
150
+1
433
$5.42K ﹤0.01%
34
+3
434
$5.39K ﹤0.01%
20
435
$5.38K ﹤0.01%
34
436
$5.34K ﹤0.01%
14
437
$5.34K ﹤0.01%
26
438
$5.33K ﹤0.01%
40
439
$5.29K ﹤0.01%
112
+9
440
$5.22K ﹤0.01%
35
441
$5.12K ﹤0.01%
29
-7
442
$5.11K ﹤0.01%
4
443
$4.99K ﹤0.01%
18
444
$4.98K ﹤0.01%
28
+22
445
$4.97K ﹤0.01%
1,117
446
$4.88K ﹤0.01%
81
447
$4.87K ﹤0.01%
+49
448
$4.84K ﹤0.01%
75
449
$4.76K ﹤0.01%
66
450
$4.73K ﹤0.01%
22
+1
16 17
18
19 20