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
926
$848 ﹤0.01%
10
-4
927
$844 ﹤0.01%
40
-22
928
$839 ﹤0.01%
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929
$830 ﹤0.01%
64
+9
930
$828 ﹤0.01%
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931
$826 ﹤0.01%
8
-7
932
$824 ﹤0.01%
5
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933
$822 ﹤0.01%
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-11
934
$821 ﹤0.01%
52
-38
935
$820 ﹤0.01%
100
936
$813 ﹤0.01%
12
-12
937
$813 ﹤0.01%
5
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938
$811 ﹤0.01%
6
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939
$806 ﹤0.01%
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$804 ﹤0.01%
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$801 ﹤0.01%
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942
$800 ﹤0.01%
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-17
943
$796 ﹤0.01%
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944
$795 ﹤0.01%
7
-8
945
$793 ﹤0.01%
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946
$791 ﹤0.01%
17
+3
947
$787 ﹤0.01%
12
-10
948
$784 ﹤0.01%
14
-10
949
$780 ﹤0.01%
7
-5
950
$780 ﹤0.01%
37
-24
36 37
38
39 40