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SIC

SJS Investment Consulting Portfolio holdings

AUM $819M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
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
1026
$0 ﹤0.01%
+5
1027
$0 ﹤0.01%
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1028
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+5
1029
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1030
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+2
1031
$0 ﹤0.01%
+9
1032
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1035
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1037
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1039
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1040
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1041
$0 ﹤0.01%
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1042
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1043
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1044
$0 ﹤0.01%
2
+1
1045
$0 ﹤0.01%
+3
1046
– –
-600
1047
$0 ﹤0.01%
+4
1048
$0 ﹤0.01%
+3
1049
$0 ﹤0.01%
+4
1050
$0 ﹤0.01%
+1
40 41
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