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
351
$13K ﹤0.01%
19
352
$13K ﹤0.01%
429
353
$13K ﹤0.01%
209
-195
354
$13K ﹤0.01%
102
+2
355
$13K ﹤0.01%
1,500
356
$13K ﹤0.01%
499
+4
357
$13K ﹤0.01%
128
+2
358
$13K ﹤0.01%
130
359
$12K ﹤0.01%
252
360
$12K ﹤0.01%
94
+2
361
$12K ﹤0.01%
47
+7
362
$12K ﹤0.01%
68
+1
363
$12K ﹤0.01%
356
+16
364
$12K ﹤0.01%
433
+1
365
$12K ﹤0.01%
182
366
$12K ﹤0.01%
215
367
$12K ﹤0.01%
342
368
$12K ﹤0.01%
71
369
$12K ﹤0.01%
160
370
$12K ﹤0.01%
190
371
$12K ﹤0.01%
163
+1
372
$12K ﹤0.01%
+300
373
$12K ﹤0.01%
90
+4
374
$12K ﹤0.01%
63
375
$11K ﹤0.01%
103
+3
13 14
15
16 17