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
1626
$42 ﹤0.01%
3
1627
$40 ﹤0.01%
1
-1
1628
$40 ﹤0.01%
1
1629
$40 ﹤0.01%
8
1630
$39 ﹤0.01%
2
1631
$39 ﹤0.01%
11
-29
1632
$39 ﹤0.01%
4
1633
$38 ﹤0.01%
1
1634
$38 ﹤0.01%
1
-1
1635
$36 ﹤0.01%
3
1636
$34 ﹤0.01%
+1
1637
$33 ﹤0.01%
+2
1638
$33 ﹤0.01%
5
-20
1639
$32 ﹤0.01%
3
1640
$29 ﹤0.01%
2
1641
$28 ﹤0.01%
10
1642
$26 ﹤0.01%
1
-2
1643
$22 ﹤0.01%
2
-2
1644
$21 ﹤0.01%
13
1645
$19 ﹤0.01%
1
1646
$17 ﹤0.01%
10
1647
$17 ﹤0.01%
+2
1648
$16 ﹤0.01%
1
1649
$15 ﹤0.01%
+5
1650
$15 ﹤0.01%
2
-2
64 65
66
67 68