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SIC

SJS Investment Consulting Portfolio holdings

AUM $819M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
-$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$944K
2
+$348K
3
+$278K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$242K
5
BND icon
Vanguard Total Bond Market
BND
+$231K

Top Sells

1
+$234K
2
+$202K
3
+$140K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$104K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$86.7K

Sector Composition

1 Consumer Staples 9.39%
2 Technology 4.94%
3 Financials 3.52%
4 Healthcare 2.71%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$0 ﹤0.01%
+4
727
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728
$0 ﹤0.01%
+2
729
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730
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731
$0 ﹤0.01%
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732
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733
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734
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735
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736
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737
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738
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739
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740
$0 ﹤0.01%
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741
$0 ﹤0.01%
15
742
$0 ﹤0.01%
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743
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744
$0 ﹤0.01%
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745
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746
$0 ﹤0.01%
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747
$0 ﹤0.01%
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748
$0 ﹤0.01%
+5
749
$0 ﹤0.01%
+1
750
$0 ﹤0.01%
+4
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