SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$790M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,160
New
Increased
Reduced
Closed

Top Buys

1 +$6.39M
2 +$4.77M
3 +$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

1 +$873K
2 +$372K
3 +$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
Healthpeak Properties
DOC
+$190K

Sector Composition

1 Technology 5.65%
2 Healthcare 3.61%
3 Consumer Staples 2.82%
4 Financials 2.32%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RHI icon
251
Robert Half
RHI
$2.26B
$73.3K 0.01%
2,699
+1,274
FTNT icon
252
Fortinet
FTNT
$61.7B
$73.3K 0.01%
923
+542
TTWO icon
253
Take-Two Interactive
TTWO
$38.6B
$71.7K 0.01%
280
+272
INTU icon
254
Intuit
INTU
$122B
$71.5K 0.01%
108
+13
BSX icon
255
Boston Scientific
BSX
$103B
$71.4K 0.01%
749
+577
CL icon
256
Colgate-Palmolive
CL
$71.2B
$70.7K 0.01%
895
+162
ECL icon
257
Ecolab
ECL
$77.3B
$70.4K 0.01%
268
+153
JEF icon
258
Jefferies Financial Group
JEF
$7.51B
$70.2K 0.01%
1,133
+1,112
SHOP icon
259
Shopify
SHOP
$160B
$70.2K 0.01%
436
+162
CSX icon
260
CSX Corp
CSX
$73.1B
$69.8K 0.01%
1,925
+130
DPZ icon
261
Domino's
DPZ
$13.5B
$69.2K 0.01%
166
+162
SPTM icon
262
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$68.4K 0.01%
+829
MDY icon
263
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$23.8B
$68.2K 0.01%
113
BBY icon
264
Best Buy
BBY
$13.1B
$67.7K 0.01%
1,011
+757
EIX icon
265
Edison International
EIX
$27.6B
$67.5K 0.01%
1,124
+1,114
FIX icon
266
Comfort Systems
FIX
$48B
$67.2K 0.01%
72
+67
KKR icon
267
KKR & Co
KKR
$76.6B
$67.1K 0.01%
526
+14
BSCV icon
268
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.62B
$66.9K 0.01%
4,007
LNG icon
269
Cheniere Energy
LNG
$53B
$66.9K 0.01%
344
+27
DGRW icon
270
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$15.6B
$66.8K 0.01%
747
+521
NSC icon
271
Norfolk Southern
NSC
$65B
$66.4K 0.01%
230
BSCU icon
272
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.44B
$66.2K 0.01%
3,913
CW icon
273
Curtiss-Wright
CW
$24.2B
$66.2K 0.01%
120
+23
SF icon
274
Stifel
SF
$10.9B
$65.6K 0.01%
524
+226
NTRS icon
275
Northern Trust
NTRS
$25.4B
$65.6K 0.01%
480
+95