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
601
$2.69K ﹤0.01%
19
602
$2.68K ﹤0.01%
21
603
$2.68K ﹤0.01%
64
+3
604
$2.68K ﹤0.01%
9
-3
605
$2.67K ﹤0.01%
36
606
$2.67K ﹤0.01%
11
-111
607
$2.67K ﹤0.01%
34
608
$2.66K ﹤0.01%
16
609
$2.65K ﹤0.01%
23
610
$2.64K ﹤0.01%
14
-68
611
$2.63K ﹤0.01%
26
612
$2.63K ﹤0.01%
37
613
$2.62K ﹤0.01%
32
-130
614
$2.61K ﹤0.01%
47
615
$2.6K ﹤0.01%
19
616
$2.6K ﹤0.01%
22
617
$2.58K ﹤0.01%
21
618
$2.55K ﹤0.01%
11
619
$2.55K ﹤0.01%
26
620
$2.53K ﹤0.01%
33
621
$2.52K ﹤0.01%
56
622
$2.52K ﹤0.01%
13
623
$2.52K ﹤0.01%
20
-2
624
$2.51K ﹤0.01%
132
+15
625
$2.51K ﹤0.01%
44
23 24
25
26 27