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SIC

SJS Investment Consulting Portfolio holdings

AUM $819M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$819M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,597
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$4.83M
3
+$4.81M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.53M

Top Sells

1
+$1.32M
2
+$1.05M
3
+$782K
4
CAT icon
Caterpillar
CAT
+$683K
5
MSFT icon
Microsoft
MSFT
+$494K

Sector Composition

1 Technology 5.03%
2 Healthcare 3.05%
3 Consumer Staples 2.87%
4 Financials 2.11%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMT icon
226
Lockheed Martin
LMT
$125B
$91.9K 0.01%
152
+34
FIVE icon
227
Five Below
FIVE
$11B
$91.4K 0.01%
400
+83
GIS icon
228
General Mills
GIS
$18.4B
$90.4K 0.01%
2,429
+410
DFAW icon
229
Dimensional World Equity ETF
DFAW
$1.39B
$89.3K 0.01%
1,210
+56
FNF icon
230
Fidelity National Financial
FNF
$12.9B
$88.5K 0.01%
1,908
+979
BKNG icon
231
Booking.com
BKNG
$128B
$88.4K 0.01%
525
+125
TRV icon
232
Travelers Companies
TRV
$64.7B
$87.2K 0.01%
299
+124
SCHA icon
233
Schwab U.S Small- Cap ETF
SCHA
$23.4B
$85.8K 0.01%
2,952
-598
GLW icon
234
Corning
GLW
$154B
$85.2K 0.01%
626
+20
HAS icon
235
Hasbro
HAS
$11.9B
$84.8K 0.01%
906
-13
ROST icon
236
Ross Stores
ROST
$77B
$84.1K 0.01%
388
+226
LECO icon
237
Lincoln Electric
LECO
$14.1B
$83.9K 0.01%
337
+11
ES icon
238
Eversource Energy
ES
$25.8B
$83.8K 0.01%
1,209
+259
CFG icon
239
Citizens Financial Group
CFG
$28.6B
$83.2K 0.01%
1,388
+38
VT icon
240
Vanguard Total World Stock ETF
VT
$75.2B
$83K 0.01%
600
DAL icon
241
Delta Air Lines
DAL
$54.6B
$82.7K 0.01%
1,244
+338
GAP
242
The Gap Inc
GAP
$7.88B
$82.6K 0.01%
3,414
+407
OC icon
243
Owens Corning
OC
$9.78B
$82.6K 0.01%
763
+591
ZM icon
244
Zoom
ZM
$27.5B
$82.6K 0.01%
1,027
-48
EG icon
245
Everest Group
EG
$13.4B
$82.4K 0.01%
252
+116
BX icon
246
Blackstone
BX
$150B
$81.7K 0.01%
711
+93
DGRO icon
247
iShares Core Dividend Growth ETF
DGRO
$41B
$80.7K 0.01%
+1,150
CW icon
248
Curtiss-Wright
CW
$28B
$79.7K 0.01%
117
-3
SBFG icon
249
SB Financial Group
SBFG
$146M
$79.7K 0.01%
3,794
COPX icon
250
Global X Copper Miners ETF NEW
COPX
$7.99B
$79.4K 0.01%
1,040
+900
8 9
10
11 12