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
576
$2.91K ﹤0.01%
280
+1
577
$2.91K ﹤0.01%
13
578
$2.9K ﹤0.01%
8
-1
579
$2.9K ﹤0.01%
51
580
$2.9K ﹤0.01%
12
581
$2.9K ﹤0.01%
23
-2
582
$2.88K ﹤0.01%
21
583
$2.83K ﹤0.01%
21
584
$2.83K ﹤0.01%
49
+20
585
$2.82K ﹤0.01%
6
586
$2.81K ﹤0.01%
91
587
$2.81K ﹤0.01%
+200
588
$2.8K ﹤0.01%
2
589
$2.8K ﹤0.01%
106
590
$2.79K ﹤0.01%
21
591
$2.75K ﹤0.01%
19
592
$2.74K ﹤0.01%
49
593
$2.73K ﹤0.01%
47
594
$2.73K ﹤0.01%
15
595
$2.72K ﹤0.01%
63
596
$2.71K ﹤0.01%
13
597
$2.71K ﹤0.01%
38
598
$2.7K ﹤0.01%
68
599
$2.7K ﹤0.01%
17
-20
600
$2.69K ﹤0.01%
57
22 23
24
25 26