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
1101
$0 ﹤0.01%
+2
1102
$0 ﹤0.01%
+2
1103
$0 ﹤0.01%
+13
1104
$0 ﹤0.01%
+1
1105
$0 ﹤0.01%
+1
1106
$0 ﹤0.01%
+3
1107
$0 ﹤0.01%
+1
1108
$0 ﹤0.01%
+5
1109
$0 ﹤0.01%
+1
1110
$0 ﹤0.01%
+1
1111
$0 ﹤0.01%
+6
1112
$0 ﹤0.01%
+3
1113
-9
1114
$0 ﹤0.01%
+6
1115
$0 ﹤0.01%
+5
1116
$0 ﹤0.01%
+7
1117
$0 ﹤0.01%
+3
1118
$0 ﹤0.01%
+14
1119
$0 ﹤0.01%
5
1120
$0 ﹤0.01%
+3
1121
$0 ﹤0.01%
+2
1122
$0 ﹤0.01%
+3
1123
$0 ﹤0.01%
+1
1124
$0 ﹤0.01%
+1
1125
$0 ﹤0.01%
+2