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
626
$1K ﹤0.01%
+4
627
$1K ﹤0.01%
+5
628
$1K ﹤0.01%
+10
629
$1K ﹤0.01%
+4
630
$1K ﹤0.01%
+5
631
$1K ﹤0.01%
+5
632
$1K ﹤0.01%
+4
633
$1K ﹤0.01%
20
-90
634
$1K ﹤0.01%
+13
635
$1K ﹤0.01%
7
-6
636
$1K ﹤0.01%
8
+3
637
$1K ﹤0.01%
134
638
$1K ﹤0.01%
9
639
$1K ﹤0.01%
10
640
$1K ﹤0.01%
16
641
$1K ﹤0.01%
22
+2
642
$1K ﹤0.01%
+13
643
$1K ﹤0.01%
130
644
$1K ﹤0.01%
+55
645
$1K ﹤0.01%
36
+3
646
$1K ﹤0.01%
5
647
$1K ﹤0.01%
+3
648
$1K ﹤0.01%
88
+12
649
$1K ﹤0.01%
+9
650
$1K ﹤0.01%
+6
24 25
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