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
751
$1.86K ﹤0.01%
15
752
$1.85K ﹤0.01%
25
753
$1.85K ﹤0.01%
6
754
$1.85K ﹤0.01%
24
755
$1.85K ﹤0.01%
784
756
$1.85K ﹤0.01%
22
-9
757
$1.85K ﹤0.01%
10
758
$1.84K ﹤0.01%
45
759
$1.84K ﹤0.01%
10
-1
760
$1.83K ﹤0.01%
34
-1
761
$1.83K ﹤0.01%
14
762
$1.83K ﹤0.01%
10
763
$1.83K ﹤0.01%
9
764
$1.83K ﹤0.01%
32
765
$1.82K ﹤0.01%
24
766
$1.82K ﹤0.01%
1
767
$1.82K ﹤0.01%
12
768
$1.81K ﹤0.01%
9
769
$1.81K ﹤0.01%
20
770
$1.8K ﹤0.01%
32
771
$1.8K ﹤0.01%
36
-13
772
$1.79K ﹤0.01%
35
773
$1.78K ﹤0.01%
6
774
$1.78K ﹤0.01%
17
775
$1.78K ﹤0.01%
6
29 30
31
32 33