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
26
$1.1M 0.34%
13,823
+2,831
27
$1.04M 0.32%
3,961
-261
28
$1.03M 0.31%
14,470
29
$1M 0.31%
40,000
30
$956K 0.29%
66,800
31
$956K 0.29%
16,000
+2,000
32
$845K 0.26%
12,000
33
$747K 0.23%
9,002
+2
34
$735K 0.22%
13,108
-303
35
$692K 0.21%
22,782
+3,890
36
$687K 0.21%
3,905
+49
37
$587K 0.18%
3,843
+36
38
$579K 0.18%
22,918
-3,996
39
$572K 0.18%
31,180
-722
40
$563K 0.17%
1,246
+26
41
$562K 0.17%
7,197
-875
42
$560K 0.17%
4,728
+3
43
$544K 0.17%
9,180
+2,027
44
$542K 0.17%
3,668
45
$538K 0.16%
17,865
+1,289
46
$492K 0.15%
19,773
+2,441
47
$484K 0.15%
3,661
+2
48
$481K 0.15%
6,172
-117
49
$474K 0.15%
5,734
-26
50
$461K 0.14%
2,600
+28
1
2
3 4 5