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
501
$2K ﹤0.01%
+17
502
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+1
503
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+20
504
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505
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+23
506
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5
507
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35
+1
508
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23
+2
509
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16
+14
510
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+11
511
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171
512
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+7
513
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38
514
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9
+3
515
$2K ﹤0.01%
10
516
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+8
517
$2K ﹤0.01%
90
518
$2K ﹤0.01%
+5
519
$2K ﹤0.01%
35
520
– –
0
521
$2K ﹤0.01%
+39
522
$2K ﹤0.01%
+23
523
$2K ﹤0.01%
+5
524
$2K ﹤0.01%
122
-5,500
525
$2K ﹤0.01%
+13
19 20
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