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
1351
$410 ﹤0.01%
9
1352
$408 ﹤0.01%
24
-6
1353
$407 ﹤0.01%
10
1354
$407 ﹤0.01%
11
1355
$406 ﹤0.01%
8
1356
$405 ﹤0.01%
23
1357
$404 ﹤0.01%
11
1358
$403 ﹤0.01%
13
1359
$403 ﹤0.01%
10
1360
$402 ﹤0.01%
9
1361
$401 ﹤0.01%
7
1362
$401 ﹤0.01%
8
+3
1363
$400 ﹤0.01%
18
1364
$400 ﹤0.01%
24
-4
1365
$399 ﹤0.01%
7
-3
1366
$396 ﹤0.01%
16
+5
1367
$393 ﹤0.01%
9
-2
1368
$392 ﹤0.01%
61
1369
$391 ﹤0.01%
10
1370
$391 ﹤0.01%
17
1371
$390 ﹤0.01%
64
1372
$389 ﹤0.01%
3
-1
1373
$386 ﹤0.01%
20
1374
$386 ﹤0.01%
7
-4
1375
$385 ﹤0.01%
2
53 54
55
56 57