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
201
$40K 0.01%
387
+195
202
$39K 0.01%
+2,012
203
$39K 0.01%
1,586
+1,180
204
$38K 0.01%
1,020
+550
205
$37K 0.01%
+150
206
$37K 0.01%
1,525
207
$37K 0.01%
1,529
208
$37K 0.01%
533
+48
209
$37K 0.01%
+231
210
$36K 0.01%
109
+3
211
$36K 0.01%
144
+4
212
$36K 0.01%
150
213
$35K 0.01%
205
214
$35K 0.01%
258
+8
215
$35K 0.01%
771
+4
216
$35K 0.01%
+117
217
$35K 0.01%
270
+77
218
$35K 0.01%
1,938
219
$35K 0.01%
492
-145
220
$34K 0.01%
431
-143
221
$34K 0.01%
332
222
$34K 0.01%
215
223
$34K 0.01%
228
+91
224
$33K 0.01%
1,692
+245
225
$32K 0.01%
1,497
7 8
9
10 11