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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
626
$1K ﹤0.01%
+12
627
$1K ﹤0.01%
+15
628
$1K ﹤0.01%
+7
629
$1K ﹤0.01%
+13
630
$1K ﹤0.01%
7
-6
631
$1K ﹤0.01%
+6
632
$1K ﹤0.01%
43
+11
633
$1K ﹤0.01%
10
634
$1K ﹤0.01%
16
635
$1K ﹤0.01%
22
+2
636
$1K ﹤0.01%
+13
637
$1K ﹤0.01%
130
638
$1K ﹤0.01%
+6
639
$1K ﹤0.01%
+3
640
$1K ﹤0.01%
+14
641
$1K ﹤0.01%
340
642
$1K ﹤0.01%
14
+6
643
$1K ﹤0.01%
+3
644
$1K ﹤0.01%
9
645
$1K ﹤0.01%
+2
646
$1K ﹤0.01%
+44
647
$1K ﹤0.01%
+3
648
$1K ﹤0.01%
24
+4
649
$1K ﹤0.01%
+8
650
$1K ﹤0.01%
36
+12
24 25
26
27 28