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
451
$3.38K ﹤0.01%
57
+1
452
$3.35K ﹤0.01%
42
-29
453
$3.34K ﹤0.01%
61
454
$3.31K ﹤0.01%
10
-7
455
$3.27K ﹤0.01%
8
-5
456
$3.25K ﹤0.01%
214
+3
457
$3.23K ﹤0.01%
152
+1
458
$3.2K ﹤0.01%
148
-42
459
$3.19K ﹤0.01%
25
-62
460
$3.18K ﹤0.01%
313
+4
461
$3.17K ﹤0.01%
203
462
$3.16K ﹤0.01%
6
-9
463
$3.16K ﹤0.01%
+94
464
$3.15K ﹤0.01%
3
-3
465
$3.1K ﹤0.01%
19
-11
466
$3.09K ﹤0.01%
72
-219
467
$3.06K ﹤0.01%
7
-9
468
$3.04K ﹤0.01%
24
-21
469
$3K ﹤0.01%
8
-5
470
$2.99K ﹤0.01%
108
-19
471
$2.96K ﹤0.01%
30
-22
472
$2.94K ﹤0.01%
15
-3
473
$2.93K ﹤0.01%
14
-10
474
$2.93K ﹤0.01%
+39
475
$2.87K ﹤0.01%
+29
17 18
19
20 21