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
951
$1.23K ﹤0.01%
64
952
$1.23K ﹤0.01%
10
-1
953
$1.22K ﹤0.01%
13
954
$1.22K ﹤0.01%
12
955
$1.22K ﹤0.01%
21
+2
956
$1.22K ﹤0.01%
58
957
$1.21K ﹤0.01%
54
958
$1.21K ﹤0.01%
11
959
$1.19K ﹤0.01%
6
960
$1.19K ﹤0.01%
9
961
$1.19K ﹤0.01%
69
962
$1.18K ﹤0.01%
16
963
$1.18K ﹤0.01%
21
964
$1.18K ﹤0.01%
24
+5
965
$1.18K ﹤0.01%
21
966
$1.17K ﹤0.01%
157
-283
967
$1.17K ﹤0.01%
14
968
$1.16K ﹤0.01%
19
969
$1.16K ﹤0.01%
9
970
$1.16K ﹤0.01%
10
971
$1.16K ﹤0.01%
12
972
$1.16K ﹤0.01%
31
973
$1.14K ﹤0.01%
34
974
$1.14K ﹤0.01%
17
+4
975
$1.14K ﹤0.01%
95
-119
37 38
39
40 41