We are live on ! Find out more
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
651
$1K ﹤0.01%
+4
652
$1K ﹤0.01%
+9
653
$1K ﹤0.01%
+15
654
$1K ﹤0.01%
+5
655
$1K ﹤0.01%
203
656
$0 ﹤0.01%
+1
657
$0 ﹤0.01%
+6
658
$0 ﹤0.01%
+6
659
– –
-7
660
$0 ﹤0.01%
+3
661
$0 ﹤0.01%
+3
662
$0 ﹤0.01%
+5
663
$0 ﹤0.01%
+3
664
$0 ﹤0.01%
+2
665
$0 ﹤0.01%
+3
666
$0 ﹤0.01%
+8
667
$0 ﹤0.01%
+6
668
$0 ﹤0.01%
+5
669
$0 ﹤0.01%
+7
670
$0 ﹤0.01%
+1
671
$0 ﹤0.01%
+4
672
$0 ﹤0.01%
+6
673
$0 ﹤0.01%
+1
674
$0 ﹤0.01%
+1
675
$0 ﹤0.01%
+2
25 26
27
28 29