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
701
$1.37K ﹤0.01%
10
-7
702
$1.37K ﹤0.01%
5
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$1.37K ﹤0.01%
5
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$1.37K ﹤0.01%
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$1.37K ﹤0.01%
5
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$1.36K ﹤0.01%
8
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707
$1.36K ﹤0.01%
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708
$1.36K ﹤0.01%
10
-8
709
$1.36K ﹤0.01%
10
-134
710
$1.35K ﹤0.01%
12
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$1.35K ﹤0.01%
15
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712
$1.35K ﹤0.01%
5
-3
713
$1.35K ﹤0.01%
13
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714
$1.35K ﹤0.01%
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$1.34K ﹤0.01%
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$1.34K ﹤0.01%
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$1.34K ﹤0.01%
3
-67
718
$1.33K ﹤0.01%
8
-5
719
$1.32K ﹤0.01%
3
-3
720
$1.32K ﹤0.01%
34
721
$1.32K ﹤0.01%
56
-34
722
$1.31K ﹤0.01%
13
-187
723
$1.31K ﹤0.01%
7
-5
724
$1.31K ﹤0.01%
8
-9
725
$1.3K ﹤0.01%
4
-3
27 28
29
30 31