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
376
$11K ﹤0.01%
292
+28
377
$11K ﹤0.01%
200
-205
378
$11K ﹤0.01%
200
379
$11K ﹤0.01%
277
+2
380
$11K ﹤0.01%
382
+4
381
$11K ﹤0.01%
120
+60
382
$10K ﹤0.01%
86
383
$10K ﹤0.01%
645
384
$10K ﹤0.01%
105
385
$10K ﹤0.01%
335
-200
386
$10K ﹤0.01%
17
+7
387
$10K ﹤0.01%
201
+1
388
$10K ﹤0.01%
630
389
$10K ﹤0.01%
269
+2
390
$9K ﹤0.01%
95
391
$9K ﹤0.01%
68
+1
392
$9K ﹤0.01%
444
393
$9K ﹤0.01%
186
394
$9K ﹤0.01%
63
+4
395
$9K ﹤0.01%
129
+1
396
$9K ﹤0.01%
294
397
$9K ﹤0.01%
108
+42
398
$9K ﹤0.01%
36
+1
399
$9K ﹤0.01%
182
400
$9K ﹤0.01%
604
14 15
16
17 18