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
426
$6K ﹤0.01%
244
427
$6K ﹤0.01%
57
-3
428
$6K ﹤0.01%
138
429
$6K ﹤0.01%
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-100
430
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49
+5
431
$6K ﹤0.01%
80
432
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110
+4
433
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20
+1
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4
435
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42
436
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77
437
$6K ﹤0.01%
80
438
$6K ﹤0.01%
+89
439
$5K ﹤0.01%
500
440
$5K ﹤0.01%
23
+3
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$5K ﹤0.01%
+6
442
$5K ﹤0.01%
1,350
443
$5K ﹤0.01%
34
+24
444
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122
+4
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$5K ﹤0.01%
1,000
446
$5K ﹤0.01%
500
-500
447
$5K ﹤0.01%
+181
448
$5K ﹤0.01%
475
449
$5K ﹤0.01%
27
450
$4K ﹤0.01%
75
+1
16 17
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