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
701
$2.09K ﹤0.01%
9
-7
702
$2.08K ﹤0.01%
29
703
$2.08K ﹤0.01%
141
+9
704
$2.08K ﹤0.01%
25
+4
705
$2.07K ﹤0.01%
42
-2
706
$2.07K ﹤0.01%
28
707
$2.07K ﹤0.01%
12
708
$2.07K ﹤0.01%
4
709
$2.06K ﹤0.01%
4
710
$2.06K ﹤0.01%
4
711
$2.06K ﹤0.01%
21
-6
712
$2.06K ﹤0.01%
7
-87
713
$2.05K ﹤0.01%
+207
714
$2.05K ﹤0.01%
171
715
$2.04K ﹤0.01%
105
716
$2.04K ﹤0.01%
17
717
$2.03K ﹤0.01%
23
+5
718
$2.02K ﹤0.01%
+80
719
$2.02K ﹤0.01%
12
720
$2.02K ﹤0.01%
8
721
$2.01K ﹤0.01%
73
722
$2.01K ﹤0.01%
55
723
$2.01K ﹤0.01%
32
724
$1.99K ﹤0.01%
12
725
$1.99K ﹤0.01%
+75
27 28
29
30 31