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
576
$1.97K ﹤0.01%
67
-38
577
$1.96K ﹤0.01%
35
-16
578
$1.96K ﹤0.01%
1
-1
579
$1.95K ﹤0.01%
8
-6
580
$1.94K ﹤0.01%
8
-7
581
$1.94K ﹤0.01%
24
-18
582
$1.94K ﹤0.01%
4
-1
583
$1.94K ﹤0.01%
13
-8
584
$1.94K ﹤0.01%
+138
585
$1.94K ﹤0.01%
7
-5
586
$1.92K ﹤0.01%
18
-10
587
$1.91K ﹤0.01%
4
-3
588
$1.89K ﹤0.01%
17
-14
589
$1.88K ﹤0.01%
18
-8
590
$1.88K ﹤0.01%
49
-51
591
$1.88K ﹤0.01%
41
-5
592
$1.88K ﹤0.01%
483
593
$1.87K ﹤0.01%
23
-12
594
$1.86K ﹤0.01%
10
-6
595
$1.86K ﹤0.01%
80
596
$1.86K ﹤0.01%
18
-12
597
$1.86K ﹤0.01%
11
-10
598
$1.85K ﹤0.01%
11
-9
599
$1.85K ﹤0.01%
19
+14
600
$1.84K ﹤0.01%
21
-14
22 23
24
25 26