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
51
$461K 0.14%
4,857
+1,360
52
$451K 0.14%
8,687
+1,566
53
$445K 0.14%
7,641
54
$441K 0.13%
767
+79
55
$411K 0.13%
2,007
+4
56
$406K 0.12%
10,497
+6,910
57
$379K 0.12%
19,455
+246
58
$376K 0.12%
2,034
+34
59
$370K 0.11%
2,984
-60
60
$359K 0.11%
1,200
-404
61
$358K 0.11%
2,665
+146
62
$351K 0.11%
688
+253
63
$339K 0.1%
6,098
+230
64
$338K 0.1%
13,914
65
$336K 0.1%
684
+8
66
$333K 0.1%
10,300
+300
67
$331K 0.1%
5,768
+22
68
$325K 0.1%
1,698
69
$311K 0.1%
2,283
+29
70
$306K 0.09%
4,151
-77
71
$298K 0.09%
1,406
+19
72
$290K 0.09%
1,298
+14
73
$287K 0.09%
2,645
+173
74
$275K 0.08%
605
+10
75
$268K 0.08%
5,016
+131
1 2
3
4 5