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
776
$1.15K ﹤0.01%
2
-8
777
$1.15K ﹤0.01%
12
-8
778
$1.15K ﹤0.01%
16
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779
$1.15K ﹤0.01%
+25
780
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781
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-8
782
$1.14K ﹤0.01%
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783
$1.14K ﹤0.01%
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-26
784
$1.14K ﹤0.01%
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-10
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$1.14K ﹤0.01%
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-8
786
$1.14K ﹤0.01%
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$1.12K ﹤0.01%
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-5
788
$1.12K ﹤0.01%
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-16
789
$1.12K ﹤0.01%
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$1.12K ﹤0.01%
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$1.11K ﹤0.01%
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792
$1.1K ﹤0.01%
10
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793
$1.1K ﹤0.01%
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-26
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$1.1K ﹤0.01%
44
-17
795
$1.09K ﹤0.01%
18
-6
796
$1.08K ﹤0.01%
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-6
797
$1.08K ﹤0.01%
6
-4
798
$1.08K ﹤0.01%
+25
799
$1.08K ﹤0.01%
27
-15
800
$1.08K ﹤0.01%
11
-6
30 31
32
33 34