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
651
$1K ﹤0.01%
+3
652
$1K ﹤0.01%
+14
653
$1K ﹤0.01%
11
-49
654
$1K ﹤0.01%
14
+6
655
$1K ﹤0.01%
+3
656
$0 ﹤0.01%
+5
657
$0 ﹤0.01%
+3
658
$0 ﹤0.01%
+3
659
$0 ﹤0.01%
+3
660
$0 ﹤0.01%
+3
661
$0 ﹤0.01%
+1
662
$0 ﹤0.01%
+1
663
$0 ﹤0.01%
1
664
$0 ﹤0.01%
+5
665
$0 ﹤0.01%
+2
666
$0 ﹤0.01%
+1
667
– –
-1,551
668
$0 ﹤0.01%
+2
669
$0 ﹤0.01%
+3
670
$0 ﹤0.01%
+5
671
$0 ﹤0.01%
+3
672
$0 ﹤0.01%
+3
673
$0 ﹤0.01%
+1
674
– –
0
675
$0 ﹤0.01%
+1
25 26
27
28 29