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
1126
$776 ﹤0.01%
28
+9
1127
$775 ﹤0.01%
18
1128
$774 ﹤0.01%
44
+7
1129
$774 ﹤0.01%
9
-1
1130
$773 ﹤0.01%
11
+4
1131
$772 ﹤0.01%
68
-12
1132
$770 ﹤0.01%
20
1133
$768 ﹤0.01%
100
1134
$765 ﹤0.01%
13
+5
1135
$764 ﹤0.01%
7
1136
$762 ﹤0.01%
26
1137
$761 ﹤0.01%
30
1138
$753 ﹤0.01%
4
1139
$753 ﹤0.01%
4
1140
$750 ﹤0.01%
100
1141
$749 ﹤0.01%
9
1142
$748 ﹤0.01%
25
1143
$746 ﹤0.01%
14
1144
$743 ﹤0.01%
13
1145
$742 ﹤0.01%
6
1146
$736 ﹤0.01%
17
+3
1147
$735 ﹤0.01%
+37
1148
$734 ﹤0.01%
3
-3
1149
$731 ﹤0.01%
9
1150
$728 ﹤0.01%
22
44 45
46
47 48