SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
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%
106
+6
452
$4K ﹤0.01%
+41
453
$4K ﹤0.01%
+38
454
$4K ﹤0.01%
20
455
$4K ﹤0.01%
80
456
$4K ﹤0.01%
+45
457
$4K ﹤0.01%
+52
458
$4K ﹤0.01%
105
459
$4K ﹤0.01%
11
+8
460
$4K ﹤0.01%
75
+1
461
$4K ﹤0.01%
24
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%
+13
470
$3K ﹤0.01%
+12
471
$3K ﹤0.01%
+25
472
$3K ﹤0.01%
100
473
$3K ﹤0.01%
14
474
$3K ﹤0.01%
34
-82
475
$3K ﹤0.01%
+56
17 18
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