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
476
$3K ﹤0.01%
34
-82
477
$3K ﹤0.01%
62
+29
478
$3K ﹤0.01%
21
479
$3K ﹤0.01%
+5
480
$3K ﹤0.01%
61
481
$3K ﹤0.01%
32
482
$3K ﹤0.01%
+7
483
$3K ﹤0.01%
25
484
$3K ﹤0.01%
+2
485
$3K ﹤0.01%
48
+13
486
$3K ﹤0.01%
45
487
$3K ﹤0.01%
281
488
$3K ﹤0.01%
96
489
$3K ﹤0.01%
+49
490
$3K ﹤0.01%
+21
491
$3K ﹤0.01%
8
+2
492
$3K ﹤0.01%
+30
493
$3K ﹤0.01%
+8
494
$3K ﹤0.01%
+16
495
$3K ﹤0.01%
33
496
$3K ﹤0.01%
+19
497
$3K ﹤0.01%
+64
498
$3K ﹤0.01%
200
499
$3K ﹤0.01%
+5
500
$2K ﹤0.01%
+8
18 19
20
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