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
451
$4K ﹤0.01%
24
452
$4K ﹤0.01%
+22
453
$4K ﹤0.01%
106
+6
454
$4K ﹤0.01%
+41
455
$4K ﹤0.01%
+38
456
$4K ﹤0.01%
20
457
$4K ﹤0.01%
80
458
$4K ﹤0.01%
+45
459
$4K ﹤0.01%
+52
460
$4K ﹤0.01%
105
461
$4K ﹤0.01%
11
+8
462
$4K ﹤0.01%
41
463
$4K ﹤0.01%
23
-54
464
$4K ﹤0.01%
250
465
$4K ﹤0.01%
207
+7
466
$4K ﹤0.01%
388
467
$4K ﹤0.01%
8
468
$4K ﹤0.01%
3,400
469
$3K ﹤0.01%
+32
470
$3K ﹤0.01%
+56
471
$3K ﹤0.01%
+13
472
$3K ﹤0.01%
+12
473
$3K ﹤0.01%
+25
474
$3K ﹤0.01%
100
475
$3K ﹤0.01%
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