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
601
$1.83K ﹤0.01%
190
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1
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$1.81K ﹤0.01%
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$1.79K ﹤0.01%
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$1.79K ﹤0.01%
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$1.78K ﹤0.01%
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$1.78K ﹤0.01%
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$1.78K ﹤0.01%
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$1.78K ﹤0.01%
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$1.78K ﹤0.01%
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$1.76K ﹤0.01%
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$1.75K ﹤0.01%
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617
$1.75K ﹤0.01%
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$1.75K ﹤0.01%
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-2
619
$1.74K ﹤0.01%
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620
$1.73K ﹤0.01%
13
-21
621
$1.73K ﹤0.01%
6
-3
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$1.73K ﹤0.01%
86
-400
623
$1.73K ﹤0.01%
11
-8
624
$1.73K ﹤0.01%
6
-3
625
$1.72K ﹤0.01%
3
-2
23 24
25
26 27