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
501
$2K ﹤0.01%
16
+14
502
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+14
503
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+17
504
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+1
505
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+20
506
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+65
507
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+23
508
$2K ﹤0.01%
5
509
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35
+1
510
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23
+2
511
$2K ﹤0.01%
+11
512
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171
513
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+7
514
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38
515
$2K ﹤0.01%
9
+3
516
$2K ﹤0.01%
10
517
$2K ﹤0.01%
+8
518
$2K ﹤0.01%
90
519
$2K ﹤0.01%
+5
520
$2K ﹤0.01%
35
521
– –
0
522
$2K ﹤0.01%
+39
523
$2K ﹤0.01%
+23
524
$2K ﹤0.01%
+5
525
$2K ﹤0.01%
122
-5,500
19 20
21
22 23