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
1451
$275 ﹤0.01%
7
1452
$275 ﹤0.01%
40
-2
1453
$272 ﹤0.01%
2
1454
$271 ﹤0.01%
22
1455
$270 ﹤0.01%
+3
1456
$269 ﹤0.01%
12
+6
1457
$268 ﹤0.01%
15
-1
1458
$268 ﹤0.01%
41
-17
1459
$263 ﹤0.01%
+3
1460
$263 ﹤0.01%
8
1461
$259 ﹤0.01%
13
1462
$259 ﹤0.01%
17
1463
$258 ﹤0.01%
10
+3
1464
$257 ﹤0.01%
+36
1465
$256 ﹤0.01%
154
1466
$255 ﹤0.01%
17
-6
1467
$254 ﹤0.01%
6
1468
$249 ﹤0.01%
7
-1
1469
$249 ﹤0.01%
4
1470
$248 ﹤0.01%
4
1471
$248 ﹤0.01%
23
1472
$245 ﹤0.01%
8
1473
$241 ﹤0.01%
1
1474
$239 ﹤0.01%
6
1475
$238 ﹤0.01%
2
57 58
59
60 61