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
476
$2.87K ﹤0.01%
42
-44
477
$2.85K ﹤0.01%
49
478
$2.84K ﹤0.01%
13
-10
479
$2.84K ﹤0.01%
27
-2
480
$2.81K ﹤0.01%
50
-35
481
$2.8K ﹤0.01%
17
-10
482
$2.79K ﹤0.01%
16
-11
483
$2.77K ﹤0.01%
20
-22
484
$2.76K ﹤0.01%
29
-22
485
$2.74K ﹤0.01%
26
-20
486
$2.73K ﹤0.01%
12
-10
487
$2.72K ﹤0.01%
13
-8
488
$2.69K ﹤0.01%
20
-40
489
$2.68K ﹤0.01%
5
-4
490
$2.67K ﹤0.01%
33
491
$2.65K ﹤0.01%
8
-6
492
$2.65K ﹤0.01%
203
493
$2.65K ﹤0.01%
7
-5
494
$2.62K ﹤0.01%
12
-8
495
$2.61K ﹤0.01%
7
-5
496
$2.61K ﹤0.01%
35
-21
497
$2.59K ﹤0.01%
17
-15
498
$2.59K ﹤0.01%
15
-24
499
$2.57K ﹤0.01%
100
500
$2.57K ﹤0.01%
11
-8
18 19
20
21 22