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
1326
$240 ﹤0.01%
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1327
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$235 ﹤0.01%
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$234 ﹤0.01%
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$233 ﹤0.01%
+5
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$232 ﹤0.01%
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$232 ﹤0.01%
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$231 ﹤0.01%
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$230 ﹤0.01%
3
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$230 ﹤0.01%
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$229 ﹤0.01%
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$229 ﹤0.01%
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$229 ﹤0.01%
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$228 ﹤0.01%
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$228 ﹤0.01%
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$227 ﹤0.01%
2
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$227 ﹤0.01%
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$225 ﹤0.01%
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$224 ﹤0.01%
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$222 ﹤0.01%
5
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1350
$221 ﹤0.01%
9
-16
52 53
54
55 56