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
851
$1.54K ﹤0.01%
34
-11
852
$1.53K ﹤0.01%
6
853
$1.53K ﹤0.01%
47
854
$1.53K ﹤0.01%
5
855
$1.53K ﹤0.01%
38
856
$1.52K ﹤0.01%
19
857
$1.51K ﹤0.01%
3
858
$1.5K ﹤0.01%
45
859
$1.5K ﹤0.01%
16
-120
860
$1.5K ﹤0.01%
17
-1
861
$1.5K ﹤0.01%
16
862
$1.5K ﹤0.01%
15
-1
863
$1.49K ﹤0.01%
48
864
$1.48K ﹤0.01%
14
-231
865
$1.48K ﹤0.01%
18
-1
866
$1.48K ﹤0.01%
29
867
$1.48K ﹤0.01%
36
868
$1.48K ﹤0.01%
71
869
$1.48K ﹤0.01%
13
870
$1.48K ﹤0.01%
34
871
$1.47K ﹤0.01%
7
+1
872
$1.47K ﹤0.01%
23
-1
873
$1.46K ﹤0.01%
25
874
$1.46K ﹤0.01%
50
+46
875
$1.45K ﹤0.01%
45
+4
33 34
35
36 37