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
901
$1.36K ﹤0.01%
12
+6
902
$1.36K ﹤0.01%
48
903
$1.36K ﹤0.01%
94
+14
904
$1.35K ﹤0.01%
47
+5
905
$1.35K ﹤0.01%
10
+4
906
$1.35K ﹤0.01%
31
907
$1.35K ﹤0.01%
61
908
$1.35K ﹤0.01%
28
909
$1.35K ﹤0.01%
19
910
$1.35K ﹤0.01%
28
911
$1.35K ﹤0.01%
21
-1
912
$1.34K ﹤0.01%
21
-5
913
$1.34K ﹤0.01%
40
914
$1.34K ﹤0.01%
31
915
$1.34K ﹤0.01%
26
916
$1.33K ﹤0.01%
22
+4
917
$1.33K ﹤0.01%
16
-1,246
918
$1.32K ﹤0.01%
14
919
$1.32K ﹤0.01%
26
-7
920
$1.32K ﹤0.01%
19
921
$1.32K ﹤0.01%
103
-7
922
$1.31K ﹤0.01%
9
923
$1.31K ﹤0.01%
46
-3
924
$1.3K ﹤0.01%
7
925
$1.3K ﹤0.01%
17
35 36
37
38 39