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SIC

SJS Investment Consulting Portfolio holdings

AUM $819M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
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%
62
+29
477
$3K ﹤0.01%
32
478
$3K ﹤0.01%
+7
479
$3K ﹤0.01%
25
480
$3K ﹤0.01%
+2
481
$3K ﹤0.01%
48
+13
482
$3K ﹤0.01%
45
483
$3K ﹤0.01%
281
484
$3K ﹤0.01%
+32
485
$3K ﹤0.01%
96
486
$3K ﹤0.01%
+49
487
$3K ﹤0.01%
+21
488
$3K ﹤0.01%
8
+2
489
$3K ﹤0.01%
+30
490
$3K ﹤0.01%
+8
491
$3K ﹤0.01%
+16
492
$3K ﹤0.01%
+25
493
$3K ﹤0.01%
14
494
$3K ﹤0.01%
21
495
$3K ﹤0.01%
+5
496
$3K ﹤0.01%
61
497
$3K ﹤0.01%
+19
498
$3K ﹤0.01%
+64
499
$3K ﹤0.01%
200
500
$2K ﹤0.01%
+13
18 19
20
21 22