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
401
$9K ﹤0.01%
31
-56
402
$9K ﹤0.01%
+93
403
$9K ﹤0.01%
100
404
$9K ﹤0.01%
115
405
$8K ﹤0.01%
+136
406
$8K ﹤0.01%
372
407
$8K ﹤0.01%
10
+1
408
$8K ﹤0.01%
33
409
$8K ﹤0.01%
525
-1,475
410
$8K ﹤0.01%
681
+1
411
$8K ﹤0.01%
220
-300
412
$8K ﹤0.01%
155
+4
413
$8K ﹤0.01%
130
414
$8K ﹤0.01%
1,000
415
$8K ﹤0.01%
+1,450
416
$8K ﹤0.01%
133
417
$7K ﹤0.01%
110
+50
418
$7K ﹤0.01%
450
419
$7K ﹤0.01%
100
420
$7K ﹤0.01%
341
+11
421
$7K ﹤0.01%
281
+1
422
$7K ﹤0.01%
78
+53
423
$7K ﹤0.01%
1,000
424
$7K ﹤0.01%
231
425
$6K ﹤0.01%
77
15 16
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