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
801
$1.7K ﹤0.01%
55
802
$1.7K ﹤0.01%
18
803
$1.7K ﹤0.01%
24
804
$1.69K ﹤0.01%
4
805
$1.69K ﹤0.01%
128
806
$1.68K ﹤0.01%
307
807
$1.68K ﹤0.01%
8
808
$1.68K ﹤0.01%
12
809
$1.68K ﹤0.01%
7
+1
810
$1.67K ﹤0.01%
33
811
$1.67K ﹤0.01%
15
812
$1.67K ﹤0.01%
11
+1
813
$1.67K ﹤0.01%
16
814
$1.66K ﹤0.01%
+229
815
$1.66K ﹤0.01%
156
-57
816
$1.66K ﹤0.01%
16
817
$1.66K ﹤0.01%
29
818
$1.65K ﹤0.01%
8
819
$1.65K ﹤0.01%
63
820
$1.64K ﹤0.01%
13
821
$1.63K ﹤0.01%
14
822
$1.63K ﹤0.01%
73
+2
823
$1.63K ﹤0.01%
15
-2
824
$1.62K ﹤0.01%
15
825
$1.62K ﹤0.01%
12
31 32
33
34 35