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
451
$4.59K ﹤0.01%
59
-4
452
$4.59K ﹤0.01%
27
453
$4.58K ﹤0.01%
18
454
$4.56K ﹤0.01%
25
455
$4.56K ﹤0.01%
15
456
$4.55K ﹤0.01%
104
457
$4.53K ﹤0.01%
17
-1
458
$4.51K ﹤0.01%
35
459
$4.46K ﹤0.01%
80
460
$4.44K ﹤0.01%
24
461
$4.41K ﹤0.01%
18
+9
462
$4.4K ﹤0.01%
116
463
$4.39K ﹤0.01%
12
464
$4.38K ﹤0.01%
39
465
$4.38K ﹤0.01%
34
466
$4.33K ﹤0.01%
8
467
$4.33K ﹤0.01%
+203
468
$4.32K ﹤0.01%
91
469
$4.32K ﹤0.01%
40
+36
470
$4.28K ﹤0.01%
8
471
$4.26K ﹤0.01%
37
+1
472
$4.26K ﹤0.01%
22
+6
473
$4.25K ﹤0.01%
72
-14
474
$4.23K ﹤0.01%
60
-30
475
$4.22K ﹤0.01%
125
+5
17 18
19
20 21