SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$630M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,692
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.65M
3
+$1.71M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.24M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.18M

Top Sells

1
+$10.5M
2
+$2.45M
3
+$1.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$848K
5
AMZN icon
Amazon
AMZN
+$761K

Sector Composition

1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$55.3K 0.01%
270
-108
177
$54.9K 0.01%
21
178
$54.7K 0.01%
562
-40
179
$53.5K 0.01%
150
-21
180
$52.9K 0.01%
660
181
$52.6K 0.01%
429
-5
182
$51.5K 0.01%
4,716
+92
183
$50.8K 0.01%
229
-64
184
$50.1K 0.01%
1,185
185
$50.1K 0.01%
1,176
186
$49.8K 0.01%
531
+75
187
$49.7K 0.01%
217
-12
188
$49.4K 0.01%
1,142
-956
189
$49.3K 0.01%
240
-50
190
$47.6K 0.01%
67
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191
$47.3K 0.01%
117
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192
$46.8K 0.01%
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$46.4K 0.01%
2,238
-1,181
194
$46.2K 0.01%
998
-43
195
$44.4K 0.01%
712
196
$44.4K 0.01%
180
-10
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$44K 0.01%
10,055
-42
198
$43K 0.01%
270
+150
199
$42.4K 0.01%
163
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200
$41.9K 0.01%
4,335
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8
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