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
76
$308K 0.05%
1,070
-3
77
$292K 0.05%
281
-2
78
$289K 0.05%
1,556
-941
79
$287K 0.05%
837
-16
80
$286K 0.05%
6,046
-76
81
$276K 0.04%
1,164
-234
82
$271K 0.04%
4,216
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83
$265K 0.04%
4,907
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84
$264K 0.04%
668
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85
$263K 0.04%
677
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86
$253K 0.04%
1,863
-186
87
$246K 0.04%
3,548
-106
88
$244K 0.04%
812
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89
$243K 0.04%
294
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90
$231K 0.04%
936
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93
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94
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95
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96
$205K 0.03%
2,000
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97
$203K 0.03%
1,843
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98
$199K 0.03%
2,813
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99
$195K 0.03%
891
-328
100
$194K 0.03%
1,204
-3
2 3
4
5 6