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SIC

SJS Investment Consulting Portfolio holdings

AUM $819M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
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
601
$1K ﹤0.01%
11
-49
602
$1K ﹤0.01%
33
+5
603
$1K ﹤0.01%
36
+6
604
$1K ﹤0.01%
46
+4
605
$1K ﹤0.01%
51
606
$1K ﹤0.01%
500
607
$1K ﹤0.01%
+1
608
$1K ﹤0.01%
+2
609
$1K ﹤0.01%
+4
610
$1K ﹤0.01%
+3
611
$1K ﹤0.01%
+1
612
$1K ﹤0.01%
+5
613
$1K ﹤0.01%
+3
614
$1K ﹤0.01%
+8
615
$1K ﹤0.01%
+4
616
$1K ﹤0.01%
+13
617
$1K ﹤0.01%
+3
618
$1K ﹤0.01%
+12
619
$1K ﹤0.01%
54
+13
620
$1K ﹤0.01%
+10
621
$1K ﹤0.01%
+4
622
$1K ﹤0.01%
+30
623
$1K ﹤0.01%
+3
624
$1K ﹤0.01%
+2
625
$1K ﹤0.01%
6
23 24
25
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