SIC

SJS Investment Consulting Portfolio holdings

AUM $630M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
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
101
$145K 0.03%
1,028
+205
102
$143K 0.03%
1,159
-40
103
$143K 0.03%
1,600
104
$141K 0.03%
899
+74
105
$140K 0.03%
262
106
$140K 0.03%
3,178
+3
107
$138K 0.03%
2,007
-5
108
$135K 0.03%
1,299
-57
109
$135K 0.03%
2,190
110
$133K 0.03%
4,320
111
$133K 0.03%
365
112
$131K 0.03%
1,849
113
$131K 0.03%
273
114
$128K 0.02%
4,500
-30,300
115
$122K 0.02%
1,042
116
$119K 0.02%
1,760
-357
117
$119K 0.02%
526
+10
118
$117K 0.02%
6,134
-383
119
$116K 0.02%
302
-31
120
$112K 0.02%
689
-2,608
121
$112K 0.02%
3,061
122
$109K 0.02%
797
-370
123
$109K 0.02%
2,014
+870
124
$102K 0.02%
889
+12
125
$100K 0.02%
1,200
-53
3 4
5
6 7