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
626
$1.71K ﹤0.01%
12
-7
627
$1.7K ﹤0.01%
19
-9
628
$1.69K ﹤0.01%
42
-23
629
$1.68K ﹤0.01%
22
-15
630
$1.68K ﹤0.01%
7
-3
631
$1.67K ﹤0.01%
16
-3
632
$1.66K ﹤0.01%
20
-14
633
$1.65K ﹤0.01%
34
634
$1.65K ﹤0.01%
238
+205
635
$1.65K ﹤0.01%
3
-2
636
$1.62K ﹤0.01%
10
-9
637
$1.62K ﹤0.01%
7
-5
638
$1.62K ﹤0.01%
9
-8
639
$1.62K ﹤0.01%
7
+5
640
$1.6K ﹤0.01%
11
-7
641
$1.6K ﹤0.01%
25
-20
642
$1.59K ﹤0.01%
11
-6
643
$1.58K ﹤0.01%
8
-5
644
$1.58K ﹤0.01%
8
-6
645
$1.58K ﹤0.01%
10
-6
646
$1.58K ﹤0.01%
6
-6
647
$1.57K ﹤0.01%
16
648
$1.56K ﹤0.01%
20
-40
649
$1.56K ﹤0.01%
9
650
$1.56K ﹤0.01%
48
-8
24 25
26
27 28