SIC
SJS Investment Consulting Portfolio holdings
AUM
$630M
1-Year Return
12.23%
This Quarter Return
+9.12%
1 Year Return
+12.23%
3 Year Return
+53.65%
5 Year Return
–
10 Year Return
–
AUM
$501M
AUM Growth
+$58.5M
(+13%)
Cap. Flow
+$22.9M
Cap. Flow
% of AUM
4.58%
Top 10 Holdings %
Top 10 Hldgs %
82.03%
Holding
1,699
New
81
Increased
535
Reduced
459
Closed
54
Top Buys
Top Sells
| 1 |
Alkami Technology
ALKT
|
$737K |
| 2 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$660K |
| 3 |
Tesla
TSLA
|
$387K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$282K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$257K |
Sector Composition
| 1 | Consumer Staples | 4.93% |
| 2 | Technology | 4.8% |
| 3 | Healthcare | 3.71% |
| 4 | Consumer Discretionary | 1.44% |
| 5 | Financials | 1.27% |
