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
951
$778 ﹤0.01%
+21
952
$777 ﹤0.01%
5
-5
953
$773 ﹤0.01%
14
-11
954
$773 ﹤0.01%
11
-8
955
$772 ﹤0.01%
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-5
956
$770 ﹤0.01%
2
957
$768 ﹤0.01%
5
-3
958
$764 ﹤0.01%
7
-8
959
$762 ﹤0.01%
7
-4
960
$760 ﹤0.01%
4
-2
961
$759 ﹤0.01%
14
-5
962
$756 ﹤0.01%
+2
963
$756 ﹤0.01%
4
-3
964
$755 ﹤0.01%
17
-10
965
$755 ﹤0.01%
6
-1
966
$747 ﹤0.01%
35
-29
967
$747 ﹤0.01%
13
-8
968
$745 ﹤0.01%
17
-12
969
$743 ﹤0.01%
52
+5
970
$740 ﹤0.01%
26
-14
971
$738 ﹤0.01%
3
-3
972
$735 ﹤0.01%
3
-2
973
$734 ﹤0.01%
17
+5
974
$734 ﹤0.01%
7
-4
975
$734 ﹤0.01%
205
37 38
39
40 41