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
1476
$234 ﹤0.01%
8
-7
1477
$234 ﹤0.01%
120
+40
1478
$234 ﹤0.01%
35
-16
1479
$233 ﹤0.01%
6
1480
$233 ﹤0.01%
22
-1
1481
$230 ﹤0.01%
6
1482
$230 ﹤0.01%
3
1483
$226 ﹤0.01%
8
1484
$226 ﹤0.01%
+34
1485
$226 ﹤0.01%
1
1486
$224 ﹤0.01%
+3
1487
$223 ﹤0.01%
20
-11
1488
$222 ﹤0.01%
10
-8
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$221 ﹤0.01%
+5
1490
$220 ﹤0.01%
10
1491
$220 ﹤0.01%
19
1492
$219 ﹤0.01%
14
+5
1493
$219 ﹤0.01%
35
+3
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$217 ﹤0.01%
4
1495
$217 ﹤0.01%
6
1496
$217 ﹤0.01%
+11
1497
$217 ﹤0.01%
5
-4
1498
$215 ﹤0.01%
20
1499
$214 ﹤0.01%
13
1500
$213 ﹤0.01%
2
58 59
60
61 62