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
$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
576
$1K ﹤0.01%
+8
577
$1K ﹤0.01%
+4
578
$1K ﹤0.01%
+55
579
$1K ﹤0.01%
36
+3
580
$1K ﹤0.01%
5
581
$1K ﹤0.01%
+3
582
$1K ﹤0.01%
88
+12
583
$1K ﹤0.01%
+9
584
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11
-49
585
$1K ﹤0.01%
33
+5
586
$1K ﹤0.01%
36
+6
587
$1K ﹤0.01%
46
+4
588
$1K ﹤0.01%
51
589
$1K ﹤0.01%
500
590
$1K ﹤0.01%
+1
591
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+3
592
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+4
593
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+9
594
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+11
595
$1K ﹤0.01%
+2
596
$1K ﹤0.01%
+4
597
$1K ﹤0.01%
+3
598
$1K ﹤0.01%
+1
599
$1K ﹤0.01%
+5
600
$1K ﹤0.01%
+2
22 23
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