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
$327M
AUM Growth
-$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$944K
2
+$348K
3
+$278K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$242K
5
BND icon
Vanguard Total Bond Market
BND
+$231K

Top Sells

1
+$234K
2
+$202K
3
+$140K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$104K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$86.7K

Sector Composition

1 Consumer Staples 9.39%
2 Technology 4.94%
3 Financials 3.52%
4 Healthcare 2.71%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$0 ﹤0.01%
+1
977
$0 ﹤0.01%
+8
978
$0 ﹤0.01%
+2
979
$0 ﹤0.01%
+2
980
$0 ﹤0.01%
+7
981
$0 ﹤0.01%
20
982
$0 ﹤0.01%
+4
983
$0 ﹤0.01%
+1
984
$0 ﹤0.01%
+5
985
$0 ﹤0.01%
+3
986
$0 ﹤0.01%
+4
987
$0 ﹤0.01%
+1
988
$0 ﹤0.01%
+1
989
$0 ﹤0.01%
+5
990
$0 ﹤0.01%
+2
991
$0 ﹤0.01%
+6
992
$0 ﹤0.01%
+10
993
$0 ﹤0.01%
+4
994
$0 ﹤0.01%
+1
995
$0 ﹤0.01%
+4
996
$0 ﹤0.01%
+6
997
$0 ﹤0.01%
+2
998
$0 ﹤0.01%
+2
999
$0 ﹤0.01%
+3
1000
$0 ﹤0.01%
+1
38 39
40
41 42