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
1226
$598 ﹤0.01%
27
1227
$593 ﹤0.01%
8
1228
$592 ﹤0.01%
33
1229
$592 ﹤0.01%
18
1230
$590 ﹤0.01%
6
1231
$590 ﹤0.01%
10
+7
1232
$590 ﹤0.01%
10
-1
1233
$588 ﹤0.01%
2
1234
$584 ﹤0.01%
21
1235
$584 ﹤0.01%
4
1236
$583 ﹤0.01%
23
+4
1237
$583 ﹤0.01%
21
1238
$583 ﹤0.01%
4
1239
$578 ﹤0.01%
119
1240
$574 ﹤0.01%
6
-2
1241
$574 ﹤0.01%
8
1242
$573 ﹤0.01%
27
+6
1243
$570 ﹤0.01%
6
+1
1244
$568 ﹤0.01%
17
1245
$567 ﹤0.01%
12
+3
1246
$567 ﹤0.01%
11
+7
1247
$564 ﹤0.01%
11
-3
1248
$563 ﹤0.01%
14
1249
$562 ﹤0.01%
8
+6
1250
$562 ﹤0.01%
100
48 49
50
51 52