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
$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%
+27
627
$1K ﹤0.01%
+10
628
$1K ﹤0.01%
6
629
$1K ﹤0.01%
+12
630
$1K ﹤0.01%
+17
631
$1K ﹤0.01%
+15
632
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+7
633
$1K ﹤0.01%
+3
634
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635
$1K ﹤0.01%
+5
636
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+10
637
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638
$1K ﹤0.01%
7
-6
639
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8
+3
640
$1K ﹤0.01%
134
641
$1K ﹤0.01%
9
642
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643
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644
$1K ﹤0.01%
43
+11
645
$1K ﹤0.01%
10
646
$1K ﹤0.01%
16
647
$1K ﹤0.01%
22
+2
648
$1K ﹤0.01%
+13
649
$1K ﹤0.01%
130
650
$1K ﹤0.01%
+6
24 25
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27 28