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
551
$2.15K ﹤0.01%
7
-5
552
$2.13K ﹤0.01%
29
-21
553
$2.13K ﹤0.01%
47
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554
$2.12K ﹤0.01%
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$2.12K ﹤0.01%
17
-117
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$2.11K ﹤0.01%
6
-6
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$2.11K ﹤0.01%
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558
$2.1K ﹤0.01%
15
-8
559
$2.1K ﹤0.01%
18
-14
560
$2.1K ﹤0.01%
42
-41
561
$2.09K ﹤0.01%
100
-25,389
562
$2.08K ﹤0.01%
27
-22
563
$2.08K ﹤0.01%
37
-27
564
$2.06K ﹤0.01%
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$2.06K ﹤0.01%
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$2.05K ﹤0.01%
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-15
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$2.05K ﹤0.01%
4
-3
568
$2.04K ﹤0.01%
5
-2
569
$2.02K ﹤0.01%
22
-11
570
$2.02K ﹤0.01%
212
571
$2K ﹤0.01%
1
-11
572
$1.99K ﹤0.01%
25
-17
573
$1.98K ﹤0.01%
10
-7
574
$1.98K ﹤0.01%
11
-8
575
$1.98K ﹤0.01%
7
-8
21 22
23
24 25