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
826
$1.62K ﹤0.01%
105
-10
827
$1.61K ﹤0.01%
18
828
$1.61K ﹤0.01%
161
-18
829
$1.61K ﹤0.01%
7
830
$1.61K ﹤0.01%
29
831
$1.6K ﹤0.01%
33
832
$1.59K ﹤0.01%
142
+2
833
$1.59K ﹤0.01%
13
834
$1.59K ﹤0.01%
17
835
$1.58K ﹤0.01%
37
-11
836
$1.58K ﹤0.01%
+1,169
837
$1.57K ﹤0.01%
16
838
$1.57K ﹤0.01%
20
839
$1.57K ﹤0.01%
26
-275
840
$1.57K ﹤0.01%
39
841
$1.56K ﹤0.01%
10
842
$1.56K ﹤0.01%
19
843
$1.56K ﹤0.01%
24
844
$1.56K ﹤0.01%
120
845
$1.56K ﹤0.01%
21
846
$1.55K ﹤0.01%
4
847
$1.55K ﹤0.01%
95
-1
848
$1.55K ﹤0.01%
57
849
$1.54K ﹤0.01%
46
850
$1.54K ﹤0.01%
62
-1
32 33
34
35 36