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
501
$3.81K ﹤0.01%
18
-200
502
$3.8K ﹤0.01%
166
503
$3.79K ﹤0.01%
9
504
$3.77K ﹤0.01%
95
505
$3.74K ﹤0.01%
85
+75
506
$3.73K ﹤0.01%
17
507
$3.72K ﹤0.01%
36
508
$3.71K ﹤0.01%
44
509
$3.71K ﹤0.01%
75
-2
510
$3.71K ﹤0.01%
8
511
$3.7K ﹤0.01%
+76
512
$3.67K ﹤0.01%
23
513
$3.66K ﹤0.01%
14
514
$3.63K ﹤0.01%
24
-1
515
$3.61K ﹤0.01%
14
-3
516
$3.61K ﹤0.01%
24
517
$3.61K ﹤0.01%
20
518
$3.6K ﹤0.01%
53
519
$3.53K ﹤0.01%
69
520
$3.5K ﹤0.01%
11
521
$3.5K ﹤0.01%
27
522
$3.5K ﹤0.01%
+7
523
$3.49K ﹤0.01%
27
524
$3.49K ﹤0.01%
8
-76
525
$3.44K ﹤0.01%
8
19 20
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22 23