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
651
$1.56K ﹤0.01%
6
-5
652
$1.56K ﹤0.01%
5
-4
653
$1.55K ﹤0.01%
13
-37
654
$1.55K ﹤0.01%
6
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655
$1.54K ﹤0.01%
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-10
656
$1.54K ﹤0.01%
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-15
657
$1.54K ﹤0.01%
3
658
$1.53K ﹤0.01%
6
-5
659
$1.53K ﹤0.01%
7
-3
660
$1.53K ﹤0.01%
165
661
$1.52K ﹤0.01%
1
-1
662
$1.52K ﹤0.01%
17
-11
663
$1.51K ﹤0.01%
19
-13
664
$1.5K ﹤0.01%
15
-8
665
$1.5K ﹤0.01%
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-12
666
$1.49K ﹤0.01%
12
-7
667
$1.49K ﹤0.01%
14
-9
668
$1.48K ﹤0.01%
11
-40
669
$1.48K ﹤0.01%
19
-8
670
$1.48K ﹤0.01%
11
+2
671
$1.48K ﹤0.01%
89
672
$1.48K ﹤0.01%
88
-55
673
$1.47K ﹤0.01%
19
674
$1.47K ﹤0.01%
12
-7
675
$1.47K ﹤0.01%
6
-5
25 26
27
28 29