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
726
$1.3K ﹤0.01%
11
-12
727
$1.3K ﹤0.01%
9
-6
728
$1.29K ﹤0.01%
19
-16
729
$1.29K ﹤0.01%
9
+5
730
$1.28K ﹤0.01%
38
-279
731
$1.28K ﹤0.01%
14
-7
732
$1.26K ﹤0.01%
11
-13
733
$1.26K ﹤0.01%
4
-3
734
$1.25K ﹤0.01%
+7
735
$1.25K ﹤0.01%
8
-6
736
$1.25K ﹤0.01%
34
-22
737
$1.25K ﹤0.01%
16
-9
738
$1.25K ﹤0.01%
12
-9
739
$1.25K ﹤0.01%
45
-23
740
$1.25K ﹤0.01%
7
-4
741
$1.24K ﹤0.01%
9
-10
742
$1.23K ﹤0.01%
4
-2
743
$1.23K ﹤0.01%
105
-55
744
$1.23K ﹤0.01%
8
-17
745
$1.23K ﹤0.01%
3
+1
746
$1.23K ﹤0.01%
20
-4
747
$1.23K ﹤0.01%
18
-13
748
$1.22K ﹤0.01%
3
-2
749
$1.21K ﹤0.01%
6
-4
750
$1.21K ﹤0.01%
12
+6
28 29
30
31 32