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
676
$2.16K ﹤0.01%
24
-4
677
$2.15K ﹤0.01%
7
-1
678
$2.15K ﹤0.01%
115
-2
679
$2.15K ﹤0.01%
7
680
$2.15K ﹤0.01%
30
681
$2.15K ﹤0.01%
24
682
$2.15K ﹤0.01%
156
683
$2.13K ﹤0.01%
40
-8
684
$2.13K ﹤0.01%
+1,176
685
$2.13K ﹤0.01%
26
686
$2.13K ﹤0.01%
18
687
$2.13K ﹤0.01%
64
688
$2.12K ﹤0.01%
278
689
$2.12K ﹤0.01%
73
-7
690
$2.12K ﹤0.01%
20
691
$2.12K ﹤0.01%
16
692
$2.11K ﹤0.01%
56
-510
693
$2.1K ﹤0.01%
25
694
$2.1K ﹤0.01%
88
695
$2.1K ﹤0.01%
25
696
$2.1K ﹤0.01%
227
-1,856
697
$2.1K ﹤0.01%
84
+6
698
$2.1K ﹤0.01%
18
699
$2.1K ﹤0.01%
22
700
$2.09K ﹤0.01%
7
-2
26 27
28
29 30