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
526
$2.29K ﹤0.01%
34
+24
527
$2.29K ﹤0.01%
34
-25
528
$2.29K ﹤0.01%
7
-4
529
$2.29K ﹤0.01%
400
530
$2.28K ﹤0.01%
118
531
$2.28K ﹤0.01%
25
-20
532
$2.27K ﹤0.01%
4
-3
533
$2.26K ﹤0.01%
12
-9
534
$2.26K ﹤0.01%
9
-2
535
$2.23K ﹤0.01%
209
536
$2.23K ﹤0.01%
12
-4
537
$2.23K ﹤0.01%
51
538
$2.22K ﹤0.01%
227
539
$2.21K ﹤0.01%
8
-6
540
$2.2K ﹤0.01%
33
-17
541
$2.2K ﹤0.01%
200
542
$2.2K ﹤0.01%
7
-6
543
$2.19K ﹤0.01%
13
-9
544
$2.17K ﹤0.01%
19
-14
545
$2.17K ﹤0.01%
50
-90
546
$2.17K ﹤0.01%
119
-103
547
$2.16K ﹤0.01%
+249
548
$2.15K ﹤0.01%
14
-7
549
$2.15K ﹤0.01%
4
-3
550
$2.15K ﹤0.01%
34
-8
20 21
22
23 24