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
176
$53K 0.02%
736
+711
177
$51K 0.02%
400
+5
178
$51K 0.02%
2,238
179
$51K 0.02%
1,950
+1,700
180
$49K 0.02%
+790
181
$47K 0.01%
695
+160
182
$47K 0.01%
1,302
-798
183
$47K 0.01%
1,150
184
$47K 0.01%
915
+370
185
$46K 0.01%
+2,721
186
$46K 0.01%
392
+199
187
$46K 0.01%
+3,536
188
$46K 0.01%
885
-1,629
189
$45K 0.01%
1,070
+20
190
$44K 0.01%
329
+11
191
$43K 0.01%
1,890
192
$43K 0.01%
252
193
$43K 0.01%
267
+81
194
$42K 0.01%
1,763
195
$42K 0.01%
162
+117
196
$42K 0.01%
3,668
+2,249
197
$42K 0.01%
404
+286
198
$42K 0.01%
510
+6
199
$41K 0.01%
165
200
$40K 0.01%
+1,739
6 7
8
9 10