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
1526
$188 ﹤0.01%
4
-5
1527
$186 ﹤0.01%
8
1528
$185 ﹤0.01%
3
1529
$183 ﹤0.01%
1
1530
$182 ﹤0.01%
9
1531
$181 ﹤0.01%
21
1532
$173 ﹤0.01%
3
1533
$172 ﹤0.01%
11
+6
1534
$166 ﹤0.01%
13
1535
$165 ﹤0.01%
13
+11
1536
$164 ﹤0.01%
3
1537
$162 ﹤0.01%
18
1538
$162 ﹤0.01%
6
1539
$162 ﹤0.01%
+48
1540
$161 ﹤0.01%
2
1541
$158 ﹤0.01%
12
1542
$155 ﹤0.01%
7
1543
$155 ﹤0.01%
5
-1
1544
$155 ﹤0.01%
4
1545
$154 ﹤0.01%
4
1546
$153 ﹤0.01%
12
-3
1547
$151 ﹤0.01%
3
-3
1548
$151 ﹤0.01%
5
+2
1549
$151 ﹤0.01%
16
-1
1550
$149 ﹤0.01%
2
60 61
62
63 64