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
326
$16K ﹤0.01%
166
+4
327
$16K ﹤0.01%
206
-68
328
$16K ﹤0.01%
141
329
$16K ﹤0.01%
225
330
$16K ﹤0.01%
75
331
$16K ﹤0.01%
325
+125
332
$16K ﹤0.01%
490
333
$16K ﹤0.01%
356
+5
334
$15K ﹤0.01%
882
+18
335
$15K ﹤0.01%
320
+7
336
$15K ﹤0.01%
+68
337
$15K ﹤0.01%
114
338
$15K ﹤0.01%
+135
339
$15K ﹤0.01%
233
+35
340
$15K ﹤0.01%
+233
341
$15K ﹤0.01%
213
+13
342
$15K ﹤0.01%
269
+2
343
$15K ﹤0.01%
105
344
$14K ﹤0.01%
304
+79
345
$14K ﹤0.01%
166
+3
346
$14K ﹤0.01%
55
347
$14K ﹤0.01%
160
348
$14K ﹤0.01%
88
+2
349
$13K ﹤0.01%
167
350
$13K ﹤0.01%
51
+8
12 13
14
15 16