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
151
$71K 0.02%
4,208
+78
152
$69K 0.02%
383
-132
153
$69K 0.02%
2,896
-112
154
$68K 0.02%
+644
155
$68K 0.02%
1,371
+48
156
$66K 0.02%
2,684
+370
157
$66K 0.02%
8,461
158
$66K 0.02%
1,372
+126
159
$65K 0.02%
660
+362
160
$65K 0.02%
1,700
+500
161
$65K 0.02%
1,324
162
$64K 0.02%
313
+16
163
$62K 0.02%
+1,296
164
$61K 0.02%
600
165
$61K 0.02%
235
-28
166
$61K 0.02%
618
+31
167
$60K 0.02%
+484
168
$59K 0.02%
527
+27
169
$58K 0.02%
1,189
+5
170
$57K 0.02%
3,916
-1,285
171
$55K 0.02%
1,619
+703
172
$54K 0.02%
1,463
+452
173
$54K 0.02%
1,023
174
$53K 0.02%
1,512
+296
175
$53K 0.02%
380
5 6
7
8 9