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
976
$1.13K ﹤0.01%
6
-1
977
$1.13K ﹤0.01%
10
978
$1.13K ﹤0.01%
28
+3
979
$1.13K ﹤0.01%
165
980
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19
981
$1.13K ﹤0.01%
16
982
$1.13K ﹤0.01%
57
+13
983
$1.12K ﹤0.01%
4
984
$1.12K ﹤0.01%
13
985
$1.12K ﹤0.01%
3
-11
986
$1.12K ﹤0.01%
5
987
$1.12K ﹤0.01%
22
+2
988
$1.11K ﹤0.01%
28
989
$1.11K ﹤0.01%
12
990
$1.1K ﹤0.01%
34
991
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992
$1.1K ﹤0.01%
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993
$1.1K ﹤0.01%
20
994
$1.1K ﹤0.01%
4
995
$1.09K ﹤0.01%
28
996
$1.09K ﹤0.01%
34
997
$1.08K ﹤0.01%
29
998
$1.08K ﹤0.01%
25
999
$1.08K ﹤0.01%
17
1000
$1.08K ﹤0.01%
38
38 39
40
41 42