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
1276
$281 ﹤0.01%
4
+1
1277
$281 ﹤0.01%
5
-5
1278
$280 ﹤0.01%
+65
1279
$279 ﹤0.01%
2
-3
1280
$278 ﹤0.01%
49
+31
1281
$278 ﹤0.01%
6
-4
1282
$277 ﹤0.01%
5
-3
1283
$277 ﹤0.01%
5
1284
$275 ﹤0.01%
6
-3
1285
$275 ﹤0.01%
4
-2
1286
$274 ﹤0.01%
4
-3
1287
$274 ﹤0.01%
3
-3
1288
$273 ﹤0.01%
+3
1289
$273 ﹤0.01%
10
-9
1290
$272 ﹤0.01%
6
-3
1291
$272 ﹤0.01%
+6
1292
$272 ﹤0.01%
5
+2
1293
$272 ﹤0.01%
9
-12
1294
$270 ﹤0.01%
3
-13
1295
$269 ﹤0.01%
14
1296
$268 ﹤0.01%
5
1297
$268 ﹤0.01%
6
-8
1298
$267 ﹤0.01%
9
-2
1299
$266 ﹤0.01%
3
-2
1300
$265 ﹤0.01%
2
-5
50 51
52
53 54