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
1276
$523 ﹤0.01%
4
+2
1277
$522 ﹤0.01%
17
1278
$522 ﹤0.01%
5
-1
1279
$521 ﹤0.01%
13
-3
1280
$521 ﹤0.01%
34
1281
$519 ﹤0.01%
3
1282
$519 ﹤0.01%
15
-2
1283
$519 ﹤0.01%
15
1284
$513 ﹤0.01%
90
1285
$511 ﹤0.01%
18
+2
1286
$511 ﹤0.01%
17
1287
$510 ﹤0.01%
55
-4
1288
$510 ﹤0.01%
3
1289
$507 ﹤0.01%
21
-1
1290
$507 ﹤0.01%
6
1291
$507 ﹤0.01%
7
1292
$507 ﹤0.01%
15
1293
$504 ﹤0.01%
6
1294
$502 ﹤0.01%
14
-4
1295
$500 ﹤0.01%
+28
1296
$500 ﹤0.01%
2
1297
$499 ﹤0.01%
14
1298
$497 ﹤0.01%
5
1299
$494 ﹤0.01%
7
+2
1300
$493 ﹤0.01%
9
50 51
52
53 54