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
201
$36K 0.01%
1,709
202
$35.9K 0.01%
88
+66
203
$35.6K 0.01%
61
204
$35.5K 0.01%
1,736
205
$35.3K 0.01%
613
206
$34.6K 0.01%
2,761
+110
207
$34.6K 0.01%
170
208
$34.5K 0.01%
21
209
$34.5K 0.01%
830
-22
210
$34.3K 0.01%
311
-25
211
$33.9K 0.01%
+476
212
$33.8K 0.01%
625
+10
213
$33.2K 0.01%
+558
214
$32.9K 0.01%
127
215
$32.8K 0.01%
122
216
$32.8K 0.01%
70
217
$32.7K 0.01%
197
218
$32.7K 0.01%
164
219
$32.5K 0.01%
387
220
$32.4K 0.01%
437
-300
221
$32.3K 0.01%
332
222
$32.2K 0.01%
367
223
$31.5K 0.01%
40
-5
224
$31.4K 0.01%
497
225
$31.3K 0.01%
712
7 8
9
10 11