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
576
$1K ﹤0.01%
+9
577
$1K ﹤0.01%
+17
578
$1K ﹤0.01%
+12
579
$1K ﹤0.01%
6
580
$1K ﹤0.01%
+10
581
$1K ﹤0.01%
+27
582
$1K ﹤0.01%
15
+11
583
$1K ﹤0.01%
+2
584
$1K ﹤0.01%
+3
585
$1K ﹤0.01%
+30
586
$1K ﹤0.01%
203
587
$1K ﹤0.01%
+5
588
$1K ﹤0.01%
+15
589
$1K ﹤0.01%
+9
590
$1K ﹤0.01%
+4
591
$1K ﹤0.01%
36
+12
592
$1K ﹤0.01%
+8
593
$1K ﹤0.01%
24
+4
594
$1K ﹤0.01%
+3
595
$1K ﹤0.01%
+44
596
$1K ﹤0.01%
+2
597
$1K ﹤0.01%
9
598
$1K ﹤0.01%
+2
599
$1K ﹤0.01%
+3
600
$1K ﹤0.01%
+3