SIC
SJS Investment Consulting Portfolio holdings
AUM
$630M
This Quarter Return
+1.64%
1 Year Return
+12.23%
3 Year Return
+53.65%
5 Year Return
–
10 Year Return
–
AUM
$516M
AUM Growth
+$516M
(+3.1%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
3.21%
Top 10 Holdings %
Top 10 Hldgs %
81.43%
Holding
1,722
New
77
Increased
276
Reduced
355
Closed
62
Top Buys
| 1 |
NVIDIA
NVDA
|
$5.42M |
| 2 |
Vanguard Core Bond ETF
VCRB
|
$5.05M |
| 3 |
Dimensional International Core Equity 2 ETF
DFIC
|
$3.12M |
| 4 |
Dimensional US Sustainability Core 1 ETF
DFSU
|
$2.24M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
$1.35M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$4.45M |
| 2 |
Alkami Technology
ALKT
|
$863K |
| 3 |
Advanced Micro Devices
AMD
|
$423K |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$170K |
| 5 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$157K |
Sector Composition
| 1 | Technology | 4.92% |
| 2 | Consumer Staples | 4.3% |
| 3 | Healthcare | 4.01% |
| 4 | Consumer Discretionary | 1.37% |
| 5 | Financials | 1.2% |
