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
$327M
AUM Growth
-$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$944K
2
+$348K
3
+$278K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$242K
5
BND icon
Vanguard Total Bond Market
BND
+$231K

Top Sells

1
+$234K
2
+$202K
3
+$140K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$104K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$86.7K

Sector Composition

1 Consumer Staples 9.39%
2 Technology 4.94%
3 Financials 3.52%
4 Healthcare 2.71%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
+49
477
$3K ﹤0.01%
+21
478
$3K ﹤0.01%
8
+2
479
$3K ﹤0.01%
+30
480
$3K ﹤0.01%
+8
481
$3K ﹤0.01%
+16
482
$3K ﹤0.01%
33
483
$3K ﹤0.01%
+13
484
$3K ﹤0.01%
+12
485
$3K ﹤0.01%
+25
486
$3K ﹤0.01%
100
487
$3K ﹤0.01%
14
488
$3K ﹤0.01%
34
-82
489
$3K ﹤0.01%
+56
490
$3K ﹤0.01%
62
+29
491
$3K ﹤0.01%
21
492
$3K ﹤0.01%
+5
493
$3K ﹤0.01%
61
494
$3K ﹤0.01%
32
495
$3K ﹤0.01%
+7
496
$3K ﹤0.01%
+19
497
$3K ﹤0.01%
+64
498
$3K ﹤0.01%
200
499
$3K ﹤0.01%
+5
500
$2K ﹤0.01%
+5
18 19
20
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