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
501
$2.55K ﹤0.01%
5
-4
502
$2.53K ﹤0.01%
45
-74
503
$2.52K ﹤0.01%
6
-5
504
$2.51K ﹤0.01%
5
-3
505
$2.5K ﹤0.01%
5
-3
506
$2.5K ﹤0.01%
29
+7
507
$2.5K ﹤0.01%
16
-18
508
$2.5K ﹤0.01%
193
509
$2.48K ﹤0.01%
72
-61
510
$2.46K ﹤0.01%
21
-13
511
$2.46K ﹤0.01%
24
-43
512
$2.44K ﹤0.01%
5
-4
513
$2.43K ﹤0.01%
23
-234
514
$2.43K ﹤0.01%
6
-4
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$2.42K ﹤0.01%
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$2.41K ﹤0.01%
17
-14
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$2.38K ﹤0.01%
26
-18
518
$2.38K ﹤0.01%
17
+7
519
$2.38K ﹤0.01%
10
-69
520
$2.36K ﹤0.01%
3
-112
521
$2.36K ﹤0.01%
55
+18
522
$2.35K ﹤0.01%
199
-67
523
$2.33K ﹤0.01%
7
-5
524
$2.31K ﹤0.01%
16
-15
525
$2.31K ﹤0.01%
18
-13
19 20
21
22 23