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
1551
$148 ﹤0.01%
7
-5
1552
$145 ﹤0.01%
12
-2
1553
$144 ﹤0.01%
2
1554
$144 ﹤0.01%
5
1555
$142 ﹤0.01%
4
-2
1556
$142 ﹤0.01%
6
1557
$139 ﹤0.01%
10
1558
$139 ﹤0.01%
3
1559
$138 ﹤0.01%
2
+1
1560
$133 ﹤0.01%
3
-1
1561
$133 ﹤0.01%
4
1562
$132 ﹤0.01%
5
1563
$130 ﹤0.01%
3
1564
$125 ﹤0.01%
2
-3
1565
$124 ﹤0.01%
5
1566
$123 ﹤0.01%
3
1567
$119 ﹤0.01%
10
-11
1568
$118 ﹤0.01%
+5
1569
$117 ﹤0.01%
3
1570
$117 ﹤0.01%
7
1571
$115 ﹤0.01%
+4
1572
$114 ﹤0.01%
5
1573
$114 ﹤0.01%
23
1574
$110 ﹤0.01%
2
-1
1575
$109 ﹤0.01%
4
61 62
63
64 65