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
1051
$925 ﹤0.01%
14
1052
$925 ﹤0.01%
34
1053
$924 ﹤0.01%
6
1054
$922 ﹤0.01%
9
-1
1055
$922 ﹤0.01%
41
-6
1056
$921 ﹤0.01%
16
1057
$918 ﹤0.01%
81
+20
1058
$917 ﹤0.01%
48
1059
$917 ﹤0.01%
24
1060
$917 ﹤0.01%
24
+10
1061
$912 ﹤0.01%
4
1062
$911 ﹤0.01%
41
1063
$909 ﹤0.01%
18
-3
1064
$908 ﹤0.01%
15
1065
$904 ﹤0.01%
17
1066
$900 ﹤0.01%
19
1067
$898 ﹤0.01%
21
1068
$892 ﹤0.01%
5
-1
1069
$891 ﹤0.01%
9
1070
$889 ﹤0.01%
21
1071
$886 ﹤0.01%
26
1072
$885 ﹤0.01%
5
1073
$885 ﹤0.01%
32
1074
$885 ﹤0.01%
20
+3
1075
$882 ﹤0.01%
24
-1
41 42
43
44 45