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
126
$110K 0.03%
6,162
-588
127
$108K 0.03%
5,136
-1,428
128
$103K 0.03%
781
+3
129
$100K 0.03%
275
130
$99K 0.03%
1,829
131
$96K 0.03%
423
132
$95K 0.03%
1,294
+62
133
$92K 0.03%
166
+65
134
$88K 0.03%
1,949
+16
135
$86K 0.03%
378
+5
136
$86K 0.03%
+834
137
$84K 0.03%
1,746
138
$84K 0.03%
308
+105
139
$80K 0.02%
523
+3
140
$80K 0.02%
1,610
+40
141
$79K 0.02%
2,471
+8
142
$79K 0.02%
373
+205
143
$79K 0.02%
371
144
$78K 0.02%
3,567
145
$76K 0.02%
466
-25
146
$76K 0.02%
2,880
147
$75K 0.02%
1,350
148
$75K 0.02%
844
149
$74K 0.02%
+619
150
$71K 0.02%
516
+16
4 5
6
7 8