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
626
$2.5K ﹤0.01%
49
627
$2.49K ﹤0.01%
16
-280
628
$2.48K ﹤0.01%
142
-5
629
$2.48K ﹤0.01%
483
+289
630
$2.48K ﹤0.01%
109
+9
631
$2.47K ﹤0.01%
3
632
$2.46K ﹤0.01%
12
633
$2.46K ﹤0.01%
+101
634
$2.45K ﹤0.01%
14
635
$2.44K ﹤0.01%
23
636
$2.43K ﹤0.01%
33
637
$2.42K ﹤0.01%
20
638
$2.41K ﹤0.01%
27
639
$2.4K ﹤0.01%
15
-10
640
$2.39K ﹤0.01%
17
641
$2.39K ﹤0.01%
36
642
$2.39K ﹤0.01%
70
643
$2.38K ﹤0.01%
23
644
$2.38K ﹤0.01%
10
645
$2.36K ﹤0.01%
47
646
$2.35K ﹤0.01%
73
+28
647
$2.35K ﹤0.01%
+100
648
$2.35K ﹤0.01%
+576
649
$2.34K ﹤0.01%
14
650
$2.33K ﹤0.01%
16
24 25
26
27 28