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
251
$28K 0.01%
94
+1
252
$28K 0.01%
+410
253
$28K 0.01%
444
+150
254
$28K 0.01%
663
255
$27K 0.01%
1,474
+9
256
$27K 0.01%
265
+36
257
$27K 0.01%
+178
258
$27K 0.01%
+5,000
259
$27K 0.01%
602
+414
260
$27K 0.01%
435
+9
261
$27K 0.01%
1,000
262
$26K 0.01%
123
+10
263
$26K 0.01%
712
264
$26K 0.01%
71
+1
265
$26K 0.01%
550
+70
266
$25K 0.01%
633
+2
267
$25K 0.01%
+310
268
$25K 0.01%
325
269
$25K 0.01%
458
270
$25K 0.01%
139
+6
271
$25K 0.01%
+233
272
$24K 0.01%
596
+46
273
$24K 0.01%
1,256
274
$24K 0.01%
86
275
$23K 0.01%
232
+36
9 10
11
12 13