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
826
$1.03K ﹤0.01%
52
-36
827
$1.02K ﹤0.01%
7
-105
828
$1.02K ﹤0.01%
+37
829
$1.02K ﹤0.01%
9
-2
830
$1.02K ﹤0.01%
203
831
$1.02K ﹤0.01%
30
-23
832
$1.02K ﹤0.01%
8
-7
833
$1.02K ﹤0.01%
3
-3
834
$1.02K ﹤0.01%
28
-18
835
$1.02K ﹤0.01%
6
-3
836
$1.02K ﹤0.01%
+43
837
$1.02K ﹤0.01%
2
838
$1.02K ﹤0.01%
30
-27
839
$1.02K ﹤0.01%
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840
$1.02K ﹤0.01%
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841
$1.01K ﹤0.01%
3
-2
842
$1.01K ﹤0.01%
11
-6
843
$1.01K ﹤0.01%
+65
844
$1.01K ﹤0.01%
+36
845
$1.01K ﹤0.01%
+7
846
$1.01K ﹤0.01%
28
-20
847
$1.01K ﹤0.01%
9
-9
848
$1.01K ﹤0.01%
6
-4
849
$1.01K ﹤0.01%
+88
850
$1K ﹤0.01%
+103
32 33
34
35 36