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
176
$52.7K 0.01%
479
+271
177
$52.7K 0.01%
120
178
$52.4K 0.01%
167
179
$52K 0.01%
4,536
180
$49.5K 0.01%
227
181
$49K 0.01%
1,612
+14
182
$48.9K 0.01%
163
183
$48.5K 0.01%
194
-3
184
$46.9K 0.01%
295
-90
185
$45.9K 0.01%
1,813
-987
186
$45K 0.01%
1,185
187
$45K 0.01%
379
-187
188
$44.2K 0.01%
2,238
189
$43.2K 0.01%
4,084
+55
190
$43K 0.01%
1,208
+32
191
$42K 0.01%
169
192
$41K 0.01%
556
193
$40.1K 0.01%
91
194
$39K 0.01%
167
+1
195
$38.8K 0.01%
426
196
$38.4K 0.01%
1,004
+2
197
$36.8K 0.01%
792
+203
198
$36.3K 0.01%
927
-246
199
$36.1K 0.01%
256
-7
200
$36K 0.01%
3,723
+100
6 7
8
9 10