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
151
$68.2K 0.01%
640
+220
152
$67.6K 0.01%
600
153
$66.9K 0.01%
231
154
$66.7K 0.01%
2,245
+850
155
$66.7K 0.01%
302
-178
156
$66.4K 0.01%
3,099
+156
157
$64.7K 0.01%
473
-2
158
$63.8K 0.01%
624
-137
159
$63.7K 0.01%
3,313
160
$63.6K 0.01%
3,190
161
$63.6K 0.01%
3,913
162
$63.5K 0.01%
3,499
163
$63.4K 0.01%
512
164
$62.6K 0.01%
390
-220
165
$61.1K 0.01%
362
+355
166
$60.7K 0.01%
865
+339
167
$60.5K 0.01%
1,953
-63
168
$58.6K 0.01%
301
169
$58.4K 0.01%
444
+9
170
$55.8K 0.01%
1,352
-398
171
$55.5K 0.01%
1,626
+1,110
172
$54.7K 0.01%
99
173
$54.7K 0.01%
520
174
$53.1K 0.01%
3,793
175
$53K 0.01%
410
5 6
7
8 9