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
576
$1K ﹤0.01%
+8
577
$1K ﹤0.01%
+4
578
$1K ﹤0.01%
+12
579
$1K ﹤0.01%
+7
580
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+24
581
$1K ﹤0.01%
5
582
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583
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584
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585
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+1
586
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23
+22
587
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10
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5
589
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7
+2
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17
+1
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+12
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+2
595
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+8
596
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54
+13
597
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+10
598
$1K ﹤0.01%
+5
599
$1K ﹤0.01%
30
+9
600
$1K ﹤0.01%
+2
22 23
24
25 26