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
1251
$561 ﹤0.01%
11
-4
1252
$558 ﹤0.01%
4
1253
$556 ﹤0.01%
21
-5
1254
$552 ﹤0.01%
18
+2
1255
$551 ﹤0.01%
6
1256
$551 ﹤0.01%
21
1257
$550 ﹤0.01%
21
-4
1258
$549 ﹤0.01%
6
1259
$549 ﹤0.01%
10
1260
$549 ﹤0.01%
8
1261
$549 ﹤0.01%
8
+4
1262
$546 ﹤0.01%
11
-3
1263
$542 ﹤0.01%
10
+5
1264
$542 ﹤0.01%
10
1265
$541 ﹤0.01%
3
-2
1266
$540 ﹤0.01%
2
1267
$540 ﹤0.01%
12
1268
$536 ﹤0.01%
12
+6
1269
$535 ﹤0.01%
21
1270
$532 ﹤0.01%
24
1271
$528 ﹤0.01%
4
1272
$524 ﹤0.01%
21
-1
1273
$524 ﹤0.01%
7
+2
1274
$524 ﹤0.01%
7
1275
$523 ﹤0.01%
35
49 50
51
52 53