SIC

SJS Investment Consulting Portfolio holdings

AUM $731M
1-Year Est. Return 12.87%
This Quarter Est. Return
1 Year Est. Return
+12.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
-$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$951K
2
+$344K
3
+$267K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$245K
5
BND icon
Vanguard Total Bond Market
BND
+$225K

Top Sells

1
+$241K
2
+$234K
3
+$121K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$101K
5
PLTR icon
Palantir
PLTR
+$90.2K

Sector Composition

1 Consumer Staples 9.39%
2 Technology 4.94%
3 Financials 3.52%
4 Healthcare 2.71%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32K 0.01%
1,365
227
$32K 0.01%
+403
228
$32K 0.01%
600
+560
229
$32K 0.01%
359
+59
230
$32K 0.01%
686
+8
231
$31K 0.01%
96
+5
232
$30K 0.01%
+118
233
$30K 0.01%
1,437
234
$30K 0.01%
1,511
235
$30K 0.01%
950
236
$30K 0.01%
228
+20
237
$30K 0.01%
+2,452
238
$30K 0.01%
+1,050
239
$30K 0.01%
750
240
$29K 0.01%
+383
241
$29K 0.01%
654
-900
242
$29K 0.01%
1,425
243
$29K 0.01%
186
+131
244
$29K 0.01%
500
245
$29K 0.01%
156
+24
246
$29K 0.01%
+486
247
$28K 0.01%
67
248
$28K 0.01%
450
249
$28K 0.01%
475
250
$28K 0.01%
+500
8 9
10
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