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
1401
$349 ﹤0.01%
21
1402
$348 ﹤0.01%
+100
1403
$347 ﹤0.01%
10
1404
$346 ﹤0.01%
14
-10
1405
$346 ﹤0.01%
7
-1
1406
$343 ﹤0.01%
+9
1407
$340 ﹤0.01%
7
1408
$339 ﹤0.01%
9
1409
$337 ﹤0.01%
11
+4
1410
$332 ﹤0.01%
14
+3
1411
$332 ﹤0.01%
5
+3
1412
$332 ﹤0.01%
+6
1413
$329 ﹤0.01%
6
-2
1414
$327 ﹤0.01%
4
1415
$326 ﹤0.01%
+65
1416
$326 ﹤0.01%
5
1417
$325 ﹤0.01%
4
1418
$322 ﹤0.01%
12
1419
$322 ﹤0.01%
5
1420
$322 ﹤0.01%
7
+3
1421
$322 ﹤0.01%
26
1422
$321 ﹤0.01%
3
-2
1423
$318 ﹤0.01%
13
1424
$316 ﹤0.01%
6
-1
1425
$316 ﹤0.01%
2
+1
55 56
57
58 59