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
526
$2K ﹤0.01%
+13
527
$2K ﹤0.01%
75
528
$2K ﹤0.01%
+4
529
$2K ﹤0.01%
11
-60
530
$2K ﹤0.01%
51
+1
531
$2K ﹤0.01%
51
532
$2K ﹤0.01%
10,000
533
$2K ﹤0.01%
142
+2
534
$1K ﹤0.01%
+1
535
$1K ﹤0.01%
+8
536
$1K ﹤0.01%
104
537
$1K ﹤0.01%
24
+4
538
$1K ﹤0.01%
+5
539
$1K ﹤0.01%
+8
540
$1K ﹤0.01%
+6
541
$1K ﹤0.01%
43
+11
542
$1K ﹤0.01%
33
+5
543
$1K ﹤0.01%
36
+6
544
$1K ﹤0.01%
46
+4
545
$1K ﹤0.01%
51
546
$1K ﹤0.01%
500
547
$1K ﹤0.01%
+1
548
$1K ﹤0.01%
340
549
$1K ﹤0.01%
+2
550
$1K ﹤0.01%
+2
20 21
22
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