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
1001
$1.08K ﹤0.01%
14
1002
$1.08K ﹤0.01%
160
+23
1003
$1.08K ﹤0.01%
13
1004
$1.07K ﹤0.01%
30
+4
1005
$1.07K ﹤0.01%
47
1006
$1.07K ﹤0.01%
32
-5
1007
$1.07K ﹤0.01%
6
1008
$1.06K ﹤0.01%
+118
1009
$1.06K ﹤0.01%
8
1010
$1.06K ﹤0.01%
21
1011
$1.05K ﹤0.01%
13
1012
$1.04K ﹤0.01%
66
1013
$1.04K ﹤0.01%
28
1014
$1.03K ﹤0.01%
10
1015
$1.03K ﹤0.01%
23
-1
1016
$1.03K ﹤0.01%
18
1017
$1.03K ﹤0.01%
13
1018
$1.02K ﹤0.01%
51
1019
$1.01K ﹤0.01%
7
+1
1020
$1.01K ﹤0.01%
15
-12
1021
$1.01K ﹤0.01%
20
-3
1022
$1.01K ﹤0.01%
11
1023
$1.01K ﹤0.01%
36
+8
1024
$1.01K ﹤0.01%
27
+4
1025
$1.01K ﹤0.01%
19
+5
39 40
41
42 43