SIC

SJS Investment Consulting Portfolio holdings

AUM $630M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
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
51
$462K 0.09%
7,807
52
$456K 0.09%
1,369
53
$440K 0.09%
2,536
-5
54
$437K 0.08%
2,208
+562
55
$427K 0.08%
1,240
-73
56
$419K 0.08%
8,466
-3,166
57
$414K 0.08%
16,000
58
$407K 0.08%
3,668
59
$374K 0.07%
691
60
$362K 0.07%
6,000
61
$356K 0.07%
3,952
+12
62
$345K 0.07%
5,433
-106
63
$335K 0.06%
657
+49
64
$305K 0.06%
2,003
65
$302K 0.06%
6,045
66
$295K 0.06%
1,622
-9
67
$292K 0.06%
5,843
-46
68
$282K 0.05%
4,235
69
$281K 0.05%
1,639
70
$273K 0.05%
303
-1
71
$270K 0.05%
1,239
72
$265K 0.05%
5,117
73
$261K 0.05%
1,209
74
$253K 0.05%
848
-2
75
$246K 0.05%
6,179
+3
1 2
3
4 5