SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
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
1101
$0 ﹤0.01%
+5
1102
$0 ﹤0.01%
+3
1103
$0 ﹤0.01%
1
-46
1104
$0 ﹤0.01%
+2
1105
$0 ﹤0.01%
+3
1106
$0 ﹤0.01%
+1
1107
$0 ﹤0.01%
+3
1108
$0 ﹤0.01%
+7
1109
$0 ﹤0.01%
+2
1110
$0 ﹤0.01%
+1
1111
$0 ﹤0.01%
+1
1112
$0 ﹤0.01%
+4
1113
$0 ﹤0.01%
+2
1114
$0 ﹤0.01%
+1
1115
$0 ﹤0.01%
7
1116
$0 ﹤0.01%
+1
1117
$0 ﹤0.01%
+3
1118
$0 ﹤0.01%
+2
1119
$0 ﹤0.01%
+1
1120
$0 ﹤0.01%
+2
1121
$0 ﹤0.01%
+1
1122
$0 ﹤0.01%
+2
1123
$0 ﹤0.01%
5
1124
$0 ﹤0.01%
+2
1125
$0 ﹤0.01%
+1
43 44
45
46 47