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
1601
$70 ﹤0.01%
8
1602
$68 ﹤0.01%
10
1603
$68 ﹤0.01%
5
-3
1604
$67 ﹤0.01%
6
-1
1605
$65 ﹤0.01%
6
1606
$63 ﹤0.01%
3
1607
$63 ﹤0.01%
5
1608
$62 ﹤0.01%
4
1609
$60 ﹤0.01%
2
1610
$60 ﹤0.01%
2
-2
1611
$60 ﹤0.01%
15
1612
$58 ﹤0.01%
5
-14
1613
$55 ﹤0.01%
4
1614
$55 ﹤0.01%
8
1615
$54 ﹤0.01%
3
-3
1616
$54 ﹤0.01%
29
-20
1617
$52 ﹤0.01%
7
-4
1618
$52 ﹤0.01%
22
1619
$52 ﹤0.01%
5
1620
$51 ﹤0.01%
7
-2
1621
$49 ﹤0.01%
1
1622
$49 ﹤0.01%
+4
1623
$47 ﹤0.01%
+2
1624
$47 ﹤0.01%
6
1625
$46 ﹤0.01%
1
63 64
65
66 67