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
426
$4.21K ﹤0.01%
100
-2
427
$4.21K ﹤0.01%
+58
428
$4.21K ﹤0.01%
9
+2
429
$4.19K ﹤0.01%
18
-10
430
$4K ﹤0.01%
15
-13
431
$3.93K ﹤0.01%
+134
432
$3.92K ﹤0.01%
361
+194
433
$3.88K ﹤0.01%
24
-162
434
$3.85K ﹤0.01%
45
-31
435
$3.84K ﹤0.01%
5
-2
436
$3.83K ﹤0.01%
166
437
$3.82K ﹤0.01%
106
438
$3.8K ﹤0.01%
79
439
$3.78K ﹤0.01%
200
440
$3.75K ﹤0.01%
50
441
$3.71K ﹤0.01%
1
442
$3.71K ﹤0.01%
17
-13
443
$3.67K ﹤0.01%
100
444
$3.62K ﹤0.01%
18
-13
445
$3.59K ﹤0.01%
34
-24
446
$3.57K ﹤0.01%
16
-16
447
$3.55K ﹤0.01%
39
-514
448
$3.5K ﹤0.01%
+476
449
$3.49K ﹤0.01%
5
-12
450
$3.38K ﹤0.01%
58
-26
16 17
18
19 20