SIC

SJS Investment Consulting Portfolio holdings

AUM $630M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
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
126
$99.5K 0.02%
+1,073
127
$98.2K 0.02%
1,726
128
$97.9K 0.02%
1,980
129
$94.9K 0.02%
520
-6
130
$94.4K 0.02%
4,924
131
$91.6K 0.02%
1,310
132
$90.8K 0.02%
1,529
-57
133
$88K 0.02%
3,710
+80
134
$86.7K 0.02%
6,103
135
$86.5K 0.02%
+1,571
136
$85.9K 0.02%
3,849
+213
137
$80.9K 0.02%
758
-2
138
$80.3K 0.02%
980
-760
139
$80.1K 0.02%
139
+10
140
$77.6K 0.02%
999
-2
141
$76.9K 0.01%
943
-2
142
$74.9K 0.01%
1,568
+1,114
143
$74.4K 0.01%
253
144
$74.4K 0.01%
1,271
145
$74.1K 0.01%
10,000
146
$73.2K 0.01%
673
+117
147
$71.9K 0.01%
2,775
-2,799
148
$71.2K 0.01%
407
+6
149
$70.3K 0.01%
107
-1
150
$68.9K 0.01%
540
4 5
6
7 8