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
1301
$0 ﹤0.01%
+1
1302
$0 ﹤0.01%
+2
1303
$0 ﹤0.01%
+2
1304
$0 ﹤0.01%
+11
1305
$0 ﹤0.01%
+2
1306
$0 ﹤0.01%
+11
1307
$0 ﹤0.01%
+3
1308
$0 ﹤0.01%
+3
1309
$0 ﹤0.01%
+1
1310
$0 ﹤0.01%
+4
1311
$0 ﹤0.01%
+1
1312
$0 ﹤0.01%
+3
1313
$0 ﹤0.01%
+1
1314
$0 ﹤0.01%
5
-355
1315
$0 ﹤0.01%
+1
1316
– –
-425
1317
$0 ﹤0.01%
+3
1318
$0 ﹤0.01%
+1
1319
$0 ﹤0.01%
+4
1320
$0 ﹤0.01%
+3
1321
$0 ﹤0.01%
+2
1322
$0 ﹤0.01%
+1
1323
$0 ﹤0.01%
+5
1324
$0 ﹤0.01%
+1
1325
$0 ﹤0.01%
+6
51 52
53
54 55