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
$731M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,705
New
Increased
Reduced
Closed

Top Buys

1 +$9.49M
2 +$6.25M
3 +$2.76M
4
WMT icon
Walmart Inc
WMT
+$2.74M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.51M

Sector Composition

1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UHS icon
276
Universal Health Services
UHS
$12.7B
$51.5K 0.01%
252
+242
DDOG icon
277
Datadog
DDOG
$49.3B
$51.4K 0.01%
361
+350
CVNA icon
278
Carvana
CVNA
$58B
$51.3K 0.01%
136
+30
PINS icon
279
Pinterest
PINS
$15.2B
$51.3K 0.01%
1,594
+4
DVA icon
280
DaVita
DVA
$7.48B
$50.9K 0.01%
383
+371
FWONK icon
281
Liberty Media Series C
FWONK
$22B
$50.9K 0.01%
487
+469
AN icon
282
AutoNation
AN
$7.83B
$50.8K 0.01%
232
+223
CFG icon
283
Citizens Financial Group
CFG
$27B
$50.7K 0.01%
954
+928
ILMN icon
284
Illumina
ILMN
$22.9B
$50.6K 0.01%
533
+529
ETSY icon
285
Etsy
ETSY
$5.64B
$50.6K 0.01%
762
+756
HUM icon
286
Humana
HUM
$23.3B
$50.5K 0.01%
194
+193
TSN icon
287
Tyson Foods
TSN
$22.8B
$50.4K 0.01%
929
+894
CCK icon
288
Crown Holdings
CCK
$12B
$50.4K 0.01%
522
+508
FFIV icon
289
F5
FFIV
$16.6B
$50.4K 0.01%
156
+149
CRUS icon
290
Cirrus Logic
CRUS
$6.67B
$50.2K 0.01%
401
+385
RL icon
291
Ralph Lauren
RL
$21.4B
$50.2K 0.01%
160
+155
CLH icon
292
Clean Harbors
CLH
$13.8B
$50.2K 0.01%
216
+209
VMC icon
293
Vulcan Materials
VMC
$39.6B
$50.1K 0.01%
163
INGR icon
294
Ingredion
INGR
$7.4B
$50.1K 0.01%
410
+400
LOPE icon
295
Grand Canyon Education
LOPE
$4.89B
$50.1K 0.01%
228
+224
EPR icon
296
EPR Properties
EPR
$3.94B
$50K 0.01%
861
+844
DG icon
297
Dollar General
DG
$31.9B
$49.9K 0.01%
483
+475
GAP
298
The Gap Inc
GAP
$10B
$49.8K 0.01%
2,330
+1,385
KHC icon
299
Kraft Heinz
KHC
$27.4B
$49.8K 0.01%
1,913
+1,885
GEN icon
300
Gen Digital
GEN
$15.3B
$49.7K 0.01%
1,750
+1,683