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
651
$2.31K ﹤0.01%
42
652
$2.31K ﹤0.01%
7
-1
653
$2.3K ﹤0.01%
158
-15
654
$2.27K ﹤0.01%
16
655
$2.26K ﹤0.01%
200
656
$2.26K ﹤0.01%
19
+2
657
$2.25K ﹤0.01%
167
-3
658
$2.25K ﹤0.01%
23
659
$2.25K ﹤0.01%
14
660
$2.22K ﹤0.01%
10
661
$2.22K ﹤0.01%
37
-5
662
$2.22K ﹤0.01%
+100
663
$2.22K ﹤0.01%
9
664
$2.21K ﹤0.01%
29
665
$2.2K ﹤0.01%
102
666
$2.2K ﹤0.01%
10
-110
667
$2.2K ﹤0.01%
31
+2
668
$2.19K ﹤0.01%
212
669
$2.19K ﹤0.01%
29
670
$2.18K ﹤0.01%
+249
671
$2.18K ﹤0.01%
33
+2
672
$2.18K ﹤0.01%
30
-1,964
673
$2.18K ﹤0.01%
46
674
$2.17K ﹤0.01%
30
+3
675
$2.17K ﹤0.01%
4
25 26
27
28 29