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
876
$1.45K ﹤0.01%
19
+2
877
$1.43K ﹤0.01%
24
+3
878
$1.43K ﹤0.01%
12
879
$1.43K ﹤0.01%
31
880
$1.43K ﹤0.01%
28
+4
881
$1.43K ﹤0.01%
15
882
$1.42K ﹤0.01%
619
883
$1.42K ﹤0.01%
95
884
$1.42K ﹤0.01%
24
+12
885
$1.42K ﹤0.01%
29
+3
886
$1.42K ﹤0.01%
17
887
$1.41K ﹤0.01%
15
888
$1.4K ﹤0.01%
18
-8
889
$1.4K ﹤0.01%
400
890
$1.4K ﹤0.01%
17
891
$1.4K ﹤0.01%
16
-8
892
$1.39K ﹤0.01%
34
893
$1.39K ﹤0.01%
40
-1
894
$1.38K ﹤0.01%
41
895
$1.38K ﹤0.01%
11
896
$1.38K ﹤0.01%
40
897
$1.37K ﹤0.01%
12
898
$1.37K ﹤0.01%
52
+10
899
$1.36K ﹤0.01%
52
+15
900
$1.36K ﹤0.01%
40
34 35
36
37 38