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
776
$1.77K ﹤0.01%
18
777
$1.77K ﹤0.01%
131
-10
778
$1.77K ﹤0.01%
33
-1
779
$1.76K ﹤0.01%
15
780
$1.76K ﹤0.01%
4
781
$1.76K ﹤0.01%
61
+11
782
$1.76K ﹤0.01%
33
+2
783
$1.76K ﹤0.01%
83
784
$1.76K ﹤0.01%
22
785
$1.76K ﹤0.01%
36
786
$1.75K ﹤0.01%
25
787
$1.75K ﹤0.01%
13
788
$1.75K ﹤0.01%
14
789
$1.74K ﹤0.01%
6
790
$1.74K ﹤0.01%
6
-1
791
$1.74K ﹤0.01%
22
-3
792
$1.74K ﹤0.01%
32
793
$1.72K ﹤0.01%
26
794
$1.72K ﹤0.01%
51
795
$1.72K ﹤0.01%
10
-346
796
$1.72K ﹤0.01%
45
-5
797
$1.72K ﹤0.01%
8
798
$1.71K ﹤0.01%
16
+3
799
$1.71K ﹤0.01%
23
800
$1.7K ﹤0.01%
55
30 31
32
33 34