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
551
$1K ﹤0.01%
36
+3
552
$1K ﹤0.01%
+55
553
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+4
554
$1K ﹤0.01%
130
555
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+13
556
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22
+2
557
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16
558
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10
559
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43
+11
560
$1K ﹤0.01%
9
561
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562
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8
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7
-6
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+13
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20
-90
566
$1K ﹤0.01%
+4
567
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568
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+5
569
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+4
570
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+10
571
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+5
572
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+4
573
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+3
574
$1K ﹤0.01%
+7
575
$1K ﹤0.01%
+15
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