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
751
$1.21K ﹤0.01%
39
-812
752
$1.21K ﹤0.01%
7
-3
753
$1.21K ﹤0.01%
56
-25
754
$1.2K ﹤0.01%
7
-6
755
$1.2K ﹤0.01%
19
+11
756
$1.19K ﹤0.01%
9
-1
757
$1.19K ﹤0.01%
4
-2
758
$1.19K ﹤0.01%
50
759
$1.18K ﹤0.01%
9
-6
760
$1.18K ﹤0.01%
23
-14
761
$1.18K ﹤0.01%
4
-3
762
$1.18K ﹤0.01%
436
763
$1.18K ﹤0.01%
62
-47
764
$1.18K ﹤0.01%
1
-1
765
$1.17K ﹤0.01%
30
-29
766
$1.17K ﹤0.01%
19
-14
767
$1.17K ﹤0.01%
9
-8
768
$1.16K ﹤0.01%
5
-2
769
$1.16K ﹤0.01%
26
-25
770
$1.16K ﹤0.01%
14
-12
771
$1.16K ﹤0.01%
6
-4
772
$1.16K ﹤0.01%
5
-3
773
$1.16K ﹤0.01%
13
-1,150
774
$1.16K ﹤0.01%
46
+45
775
$1.16K ﹤0.01%
32
+28
29 30
31
32 33