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
476
$4.2K ﹤0.01%
113
+102
477
$4.17K ﹤0.01%
25
478
$4.17K ﹤0.01%
73
-1
479
$4.16K ﹤0.01%
24
480
$4.16K ﹤0.01%
141
-21
481
$4.15K ﹤0.01%
28
482
$4.13K ﹤0.01%
15
+1
483
$4.12K ﹤0.01%
33
484
$4.12K ﹤0.01%
10
-34
485
$4.11K ﹤0.01%
60
-7
486
$4.07K ﹤0.01%
15
487
$4.05K ﹤0.01%
163
488
$4.05K ﹤0.01%
99
489
$4.03K ﹤0.01%
41
-1
490
$4K ﹤0.01%
44
491
$3.99K ﹤0.01%
61
-1
492
$3.98K ﹤0.01%
234
493
$3.93K ﹤0.01%
15
494
$3.9K ﹤0.01%
8
-2
495
$3.85K ﹤0.01%
17
-120
496
$3.84K ﹤0.01%
96
497
$3.83K ﹤0.01%
50
498
$3.82K ﹤0.01%
+417
499
$3.81K ﹤0.01%
10
500
$3.81K ﹤0.01%
51
18 19
20
21 22