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
$630M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,692
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.65M
3
+$1.71M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.24M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.18M

Top Sells

1
+$10.5M
2
+$2.45M
3
+$1.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$848K
5
AMZN icon
Amazon
AMZN
+$761K

Sector Composition

1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$478 ﹤0.01%
2
-3
1127
$478 ﹤0.01%
3
-2
1128
$477 ﹤0.01%
6
-4
1129
$476 ﹤0.01%
7
-5
1130
$476 ﹤0.01%
5
-3
1131
$471 ﹤0.01%
2
-1
1132
$467 ﹤0.01%
32
-40
1133
$466 ﹤0.01%
195
+7
1134
$464 ﹤0.01%
19
-13
1135
$464 ﹤0.01%
3
-4
1136
$464 ﹤0.01%
9
-10
1137
$463 ﹤0.01%
13
-9
1138
$461 ﹤0.01%
8
-3
1139
$460 ﹤0.01%
4
-3
1140
$459 ﹤0.01%
5
-602
1141
$456 ﹤0.01%
3
-1
1142
$454 ﹤0.01%
33
+29
1143
$451 ﹤0.01%
25
-17
1144
$450 ﹤0.01%
6
-3
1145
$450 ﹤0.01%
23
+2
1146
$450 ﹤0.01%
2
-1
1147
$449 ﹤0.01%
7
-1
1148
$446 ﹤0.01%
12
-9
1149
$444 ﹤0.01%
8
-8
1150
$443 ﹤0.01%
10
-3
44 45
46
47 48