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
601
$1K ﹤0.01%
+4
602
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603
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+3
604
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+44
605
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+3
606
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36
+12
607
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608
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609
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610
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611
$1K ﹤0.01%
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612
$1K ﹤0.01%
203
613
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+30
614
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+3
615
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616
$1K ﹤0.01%
15
+11
617
$1K ﹤0.01%
+27
618
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+10
619
$1K ﹤0.01%
6
620
$1K ﹤0.01%
+12
621
$1K ﹤0.01%
+17
622
$1K ﹤0.01%
+9
623
$1K ﹤0.01%
+15
624
$1K ﹤0.01%
+7
625
$1K ﹤0.01%
+3
23 24
25
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