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
76
$265K 0.08%
5,691
77
$261K 0.08%
2,206
+393
78
$247K 0.08%
1,163
-6
79
$242K 0.07%
1,494
+25
80
$242K 0.07%
1,764
+112
81
$239K 0.07%
2,235
+1,957
82
$223K 0.07%
5,417
+551
83
$217K 0.07%
607
+191
84
$214K 0.07%
4,206
+6
85
$210K 0.06%
10,546
-1
86
$202K 0.06%
598
+19
87
$197K 0.06%
4,581
+9
88
$191K 0.06%
10,667
-836
89
$190K 0.06%
4,572
90
$189K 0.06%
1,202
+2
91
$188K 0.06%
3,586
+253
92
$187K 0.06%
4,143
+102
93
$183K 0.06%
3,283
+141
94
$178K 0.05%
664
+2
95
$176K 0.05%
842
+4
96
$176K 0.05%
2,060
97
$175K 0.05%
2,636
98
$174K 0.05%
338
+5
99
$172K 0.05%
9,571
100
$172K 0.05%
2,058
+3
2 3
4
5 6