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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
DFSI icon
301
Dimensional International Sustainability Core 1 ETF
DFSI
$1.09B
$64.4K 0.01%
+1,520
FNDX icon
302
Schwab Fundamental US Large Company Index ETF
FNDX
$25.8B
$64.3K 0.01%
2,310
INGR icon
303
Ingredion
INGR
$6.41B
$64K 0.01%
568
+69
G icon
304
Genpact
G
$5.43B
$63K 0.01%
1,692
+312
SPGI icon
305
S&P Global
SPGI
$124B
$62.5K 0.01%
147
+101
NNN icon
306
NNN REIT
NNN
$8.86B
$62.1K 0.01%
1,477
+140
AMAT icon
307
Applied Materials
AMAT
$450B
$61.9K 0.01%
181
-1,352
PYPL icon
308
PayPal
PYPL
$36.6B
$61.6K 0.01%
1,362
+973
KNX icon
309
Knight Transportation
KNX
$13.2B
$61.3K 0.01%
1,064
+117
GRMN icon
310
Garmin
GRMN
$45.9B
$61.3K 0.01%
264
+51
STX icon
311
Seagate
STX
$211B
$61.1K 0.01%
156
+5
ISRG icon
312
Intuitive Surgical
ISRG
$146B
$60.9K 0.01%
132
-25
AWK icon
313
American Water Works
AWK
$24.7B
$60.8K 0.01%
447
+30
ITT icon
314
ITT
ITT
$16.9B
$60.8K 0.01%
319
+167
KLAC icon
315
KLA
KLAC
$332B
$60.4K 0.01%
41
+2
MDT icon
316
Medtronic
MDT
$103B
$59.9K 0.01%
691
-439
IQDF icon
317
FlexShares International Quality Dividend Index Fund
IQDF
$1.16B
$59.6K 0.01%
1,883
CHH icon
318
Choice Hotels
CHH
$4.98B
$59.5K 0.01%
575
-45
AMH icon
319
American Homes 4 Rent
AMH
$12B
$59.5K 0.01%
2,131
+1,699
OKTA icon
320
Okta
OKTA
$20.2B
$59.1K 0.01%
751
+696
BR icon
321
Broadridge
BR
$16.8B
$58.3K 0.01%
359
+343
FDS icon
322
Factset
FDS
$8.79B
$58.2K 0.01%
268
-110
LOPE icon
323
Grand Canyon Education
LOPE
$3.91B
$58.2K 0.01%
342
+45
DVA icon
324
DaVita
DVA
$13.4B
$58.1K 0.01%
378
-71
CMS icon
325
CMS Energy
CMS
$22.7B
$58K 0.01%
748
+398
11 12
13
14 15