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SIC

SJS Investment Consulting Portfolio holdings

AUM $919M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
-0.75%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$28.3M
Cap. Flow
+$39.9M
Cap. Flow %
4.88%
Top 10 Hldgs %
73.47%
Holding
2,597
New
508
Increased
1,194
Reduced
436
Closed
123

Top Buys

Rank Stock Value
1
AVTM
Avantis Total Equity Markets ETF
AVTM
+$9.97M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.83M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$4.81M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.53M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.32M
2
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.05M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$782K
4
CAT icon
Caterpillar
CAT
+$683K
5
MSFT icon
Microsoft
MSFT
+$494K

Sector Composition

Rank Sector Weight
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
AU icon
2476
AngloGold Ashanti
AU
$49B
– –
-47
Closed -$4.01K
BNDX icon
2477
Vanguard Total International Bond ETF
BNDX
$82.9B
– –
-24
Closed -$1.16K
CABO icon
2478
Cable One
CABO
$199M
– –
-91
Closed -$10.3K
CADE
2479
DELISTED
Cadence Bank
CADE
– –
-25
Closed -$1.07K
CCEP icon
2480
Coca-Cola Europacific Partners
CCEP
$46.9B
– –
-36
Closed -$3.27K
CCOI icon
2481
Cogent Communications
CCOI
$531M
– –
-60
Closed -$1.29K
CDTX
2482
DELISTED
Cidara Therapeutics
CDTX
– –
-1
Closed -$221
CENN icon
2483
Cenntro
CENN
$8.48M
– –
0
– -$1
CFLT
2484
DELISTED
Confluent
CFLT
– –
-673
Closed -$20.4K
CHKP icon
2485
Check Point Software Technologies
CHKP
$13B
– –
-2
Closed -$372
CIBR icon
2486
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.6B
– –
-9
Closed -$644
CIVI
2487
DELISTED
Civitas Resources
CIVI
– –
-219
Closed -$5.93K
CLVT icon
2488
Clarivate
CLVT
$1.23B
– –
-58
Closed -$194
CMA
2489
DELISTED
Comerica
CMA
– –
-16
Closed -$1.39K
GPGI
2490
GPGI Inc
GPGI
$4.18B
– –
-7
Closed -$135
COCO icon
2491
Vita Coco
COCO
$3.75B
– –
-55
Closed -$2.92K
CUBI icon
2492
Customers Bancorp
CUBI
$2.81B
– –
-18
Closed -$1.32K
CURI icon
2493
CuriosityStream
CURI
$165M
– –
-1
Closed -$4
CVE icon
2494
Cenovus Energy
CVE
$55.1B
– –
-192
Closed -$3.25K
CXM icon
2495
Sprinklr
CXM
$1.6B
– –
-16
Closed -$126
CYH icon
2496
Community Health Systems
CYH
$406M
– –
-4
Closed -$13
CYBR
2497
DELISTED
CyberArk
CYBR
– –
-4
Closed -$1.78K
DAPP icon
2498
VanEck Digital Transformation ETF
DAPP
$225M
– –
-89
Closed -$1.47K
DAUG icon
2499
FT Vest US Equity Deep Buffer ETF August
DAUG
$374M
– –
-142
Closed -$6.3K
DAVE icon
2500
Dave Inc
DAVE
$4B
– –
-1
Closed -$222
98 99
100
101 102

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SJS Investment Consulting's Q1 2026 Portfolio in Review

As of Q1 2026, SJS Investment Consulting held 2,597 positions worth $819M, up 3.6% from $790M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

SJS Investment Consulting deployed $39.9M of net new capital in Q1 2026, opening 508 new positions and adding to 1,194 existing holdings. Its largest new stake was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 5.6% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Apple, an estimated $1.32M trimmed.

  • SJS Investment Consulting's largest Q1 2026 buy was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q1 2026, an estimated $4.83M increase.
  • SJS Investment Consulting's biggest Q1 2026 reduction was Apple, cutting an estimated $1.32M.
  • SJS Investment Consulting fully exited GeneDx Holdings in Q1 2026, selling an estimated $390K.
  • SJS Investment Consulting's ten largest holdings make up 73% of its $819M portfolio in Q1 2026.
  • SJS Investment Consulting opened 508 new positions and closed 123 in Q1 2026.
  • SJS Investment Consulting's portfolio value rose 3.6% quarter-over-quarter to $819M.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.