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
926
$1.3K ﹤0.01%
13
927
$1.3K ﹤0.01%
28
+4
928
$1.3K ﹤0.01%
10
929
$1.29K ﹤0.01%
13
-1
930
$1.29K ﹤0.01%
+100
931
$1.29K ﹤0.01%
31
-8
932
$1.29K ﹤0.01%
18
+1
933
$1.28K ﹤0.01%
27
934
$1.28K ﹤0.01%
24
935
$1.28K ﹤0.01%
14
936
$1.28K ﹤0.01%
20
937
$1.28K ﹤0.01%
35
938
$1.28K ﹤0.01%
11
939
$1.27K ﹤0.01%
27
940
$1.27K ﹤0.01%
15
941
$1.26K ﹤0.01%
29
942
$1.26K ﹤0.01%
35
943
$1.26K ﹤0.01%
9
944
$1.25K ﹤0.01%
7
-2
945
$1.24K ﹤0.01%
51
946
$1.24K ﹤0.01%
7
-85
947
$1.24K ﹤0.01%
9
+5
948
$1.24K ﹤0.01%
17
949
$1.24K ﹤0.01%
6
950
$1.23K ﹤0.01%
13
36 37
38
39 40