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
1326
$448 ﹤0.01%
5
-1
1327
$448 ﹤0.01%
19
1328
$447 ﹤0.01%
7
1329
$446 ﹤0.01%
3
1330
$445 ﹤0.01%
10
1331
$445 ﹤0.01%
7
1332
$443 ﹤0.01%
4
-1
1333
$441 ﹤0.01%
22
1334
$441 ﹤0.01%
6
+2
1335
$437 ﹤0.01%
7
1336
$437 ﹤0.01%
6
1337
$436 ﹤0.01%
6
1338
$434 ﹤0.01%
18
+16
1339
$433 ﹤0.01%
16
1340
$433 ﹤0.01%
4
1341
$433 ﹤0.01%
13
1342
$431 ﹤0.01%
13
1343
$428 ﹤0.01%
14
1344
$426 ﹤0.01%
7
1345
$425 ﹤0.01%
13
1346
$422 ﹤0.01%
12
1347
$418 ﹤0.01%
+3
1348
$415 ﹤0.01%
22
+8
1349
$413 ﹤0.01%
3
+1
1350
$411 ﹤0.01%
22
-3
52 53
54
55 56