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
801
$1.07K ﹤0.01%
5
802
$1.07K ﹤0.01%
19
-5
803
$1.07K ﹤0.01%
12
-8
804
$1.06K ﹤0.01%
30
-31
805
$1.06K ﹤0.01%
15
-13
806
$1.06K ﹤0.01%
9
-7
807
$1.06K ﹤0.01%
14
-13
808
$1.06K ﹤0.01%
11
-8
809
$1.05K ﹤0.01%
3
-2
810
$1.05K ﹤0.01%
6
-1
811
$1.05K ﹤0.01%
17
812
$1.05K ﹤0.01%
25
-16
813
$1.05K ﹤0.01%
12
-9
814
$1.05K ﹤0.01%
13
-12
815
$1.04K ﹤0.01%
13
+5
816
$1.04K ﹤0.01%
103
+3
817
$1.04K ﹤0.01%
100
818
$1.04K ﹤0.01%
+11
819
$1.04K ﹤0.01%
20
-8
820
$1.04K ﹤0.01%
6
-4
821
$1.04K ﹤0.01%
7
-4,329
822
$1.04K ﹤0.01%
5
-4
823
$1.03K ﹤0.01%
14
-12
824
$1.03K ﹤0.01%
19
-7
825
$1.03K ﹤0.01%
27
-24
31 32
33
34 35