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
276
$23K 0.01%
774
+30
277
$23K 0.01%
+700
278
$23K 0.01%
342
+42
279
$23K 0.01%
2,805
280
$23K 0.01%
+57
281
$23K 0.01%
+286
282
$23K 0.01%
+95
283
$22K 0.01%
102
+2
284
$22K 0.01%
136
+5
285
$22K 0.01%
105
-34
286
$22K 0.01%
766
+1
287
$22K 0.01%
+574
288
$22K 0.01%
96
+93
289
$22K 0.01%
417
+3
290
$21K 0.01%
127
+1
291
$21K 0.01%
426
+4
292
$21K 0.01%
1,530
293
$21K 0.01%
18
+1
294
$21K 0.01%
140
-300
295
$21K 0.01%
186
+18
296
$21K 0.01%
186
+1
297
$20K 0.01%
396
298
$20K 0.01%
500
299
$20K 0.01%
115
+3
300
$20K 0.01%
30
+1
10 11
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