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
551
$3.19K ﹤0.01%
359
-250
552
$3.17K ﹤0.01%
82
+1
553
$3.12K ﹤0.01%
23
554
$3.1K ﹤0.01%
27
555
$3.1K ﹤0.01%
19
-13
556
$3.09K ﹤0.01%
18
557
$3.09K ﹤0.01%
8
-33
558
$3.09K ﹤0.01%
12
+2
559
$3.08K ﹤0.01%
8
560
$3.08K ﹤0.01%
8
561
$3.07K ﹤0.01%
22
562
$3.07K ﹤0.01%
16
563
$3.06K ﹤0.01%
59
-1
564
$3.06K ﹤0.01%
57
565
$3K ﹤0.01%
34
566
$2.99K ﹤0.01%
39
567
$2.99K ﹤0.01%
60
568
$2.98K ﹤0.01%
45
569
$2.98K ﹤0.01%
22
570
$2.98K ﹤0.01%
15
571
$2.96K ﹤0.01%
61
572
$2.96K ﹤0.01%
19
573
$2.96K ﹤0.01%
84
574
$2.94K ﹤0.01%
12
-1
575
$2.93K ﹤0.01%
40
21 22
23
24 25