SIC

SJS Investment Consulting Portfolio holdings

AUM $630M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
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
76
$242K 0.05%
435
-3
77
$242K 0.05%
358
-31
78
$230K 0.04%
675
79
$228K 0.04%
1,320
+50
80
$226K 0.04%
2,278
+3
81
$225K 0.04%
949
-1
82
$218K 0.04%
718
-6
83
$214K 0.04%
1,054
84
$212K 0.04%
943
85
$202K 0.04%
1,948
+1
86
$199K 0.04%
2,070
-500
87
$196K 0.04%
1,070
88
$193K 0.04%
1,306
-150
89
$191K 0.04%
4,020
+4
90
$188K 0.04%
1,366
+395
91
$184K 0.04%
2,442
-1
92
$180K 0.03%
838
-33
93
$178K 0.03%
2,122
94
$175K 0.03%
467
95
$173K 0.03%
8,265
96
$172K 0.03%
2,703
+8
97
$171K 0.03%
1,910
+1,356
98
$169K 0.03%
6,035
-248
99
$158K 0.03%
864
100
$145K 0.03%
609
-1
2 3
4
5 6