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
676
$1.47K ﹤0.01%
8
-5
677
$1.46K ﹤0.01%
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678
$1.46K ﹤0.01%
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$1.46K ﹤0.01%
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684
$1.45K ﹤0.01%
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$1.44K ﹤0.01%
14
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$1.44K ﹤0.01%
8
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$1.44K ﹤0.01%
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-8
688
$1.44K ﹤0.01%
+200
689
$1.44K ﹤0.01%
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-5
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$1.44K ﹤0.01%
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$1.43K ﹤0.01%
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$1.42K ﹤0.01%
51
-36
693
$1.41K ﹤0.01%
174
694
$1.4K ﹤0.01%
8
-7
695
$1.4K ﹤0.01%
133
+1
696
$1.4K ﹤0.01%
25
-13
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$1.4K ﹤0.01%
16
-14
698
$1.39K ﹤0.01%
11
-8
699
$1.39K ﹤0.01%
9
+5
700
$1.38K ﹤0.01%
7
-21
26 27
28
29 30