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SIC

SJS Investment Consulting Portfolio holdings

AUM $819M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
-$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$944K
2
+$348K
3
+$278K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$242K
5
BND icon
Vanguard Total Bond Market
BND
+$231K

Top Sells

1
+$234K
2
+$202K
3
+$140K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$104K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$86.7K

Sector Composition

1 Consumer Staples 9.39%
2 Technology 4.94%
3 Financials 3.52%
4 Healthcare 2.71%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
+35
552
$1K ﹤0.01%
+1
553
$1K ﹤0.01%
+2
554
$1K ﹤0.01%
+4
555
$1K ﹤0.01%
+12
556
$1K ﹤0.01%
+7
557
$1K ﹤0.01%
+24
558
$1K ﹤0.01%
5
559
$1K ﹤0.01%
+1
560
$1K ﹤0.01%
23
+22
561
$1K ﹤0.01%
10
562
$1K ﹤0.01%
5
563
$1K ﹤0.01%
7
+2
564
$1K ﹤0.01%
17
+1
565
$1K ﹤0.01%
+16
566
$1K ﹤0.01%
+80
567
$1K ﹤0.01%
+2
568
$1K ﹤0.01%
+8
569
$1K ﹤0.01%
+5
570
$1K ﹤0.01%
30
+9
571
$1K ﹤0.01%
+2
572
$1K ﹤0.01%
+3
573
$1K ﹤0.01%
+3
574
$1K ﹤0.01%
+2
575
$1K ﹤0.01%
15
+11
21 22
23
24 25