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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
DT icon
351
Dynatrace
DT
$11.9B
$54.8K 0.01%
1,483
+1,264
SONY icon
352
Sony
SONY
$121B
$54.6K 0.01%
2,638
+1,269
NDSN icon
353
Nordson
NDSN
$16.1B
$54.5K 0.01%
205
+30
SNA icon
354
Snap-on
SNA
$20.1B
$54.5K 0.01%
150
-5
SEIC icon
355
SEI Investments
SEIC
$10.8B
$54.5K 0.01%
694
+496
SNDR icon
356
Schneider National
SNDR
$6.73B
$54.3K 0.01%
2,059
+1,800
PNFP icon
357
Pinnacle Financial Partners Inc
PNFP
$14.6B
$54.2K 0.01%
629
+190
DGX icon
358
Quest Diagnostics
DGX
$22.5B
$54.1K 0.01%
276
+4
WWD icon
359
Woodward
WWD
$23B
$54K 0.01%
151
+21
TROW icon
360
T. Rowe Price
TROW
$23.5B
$54K 0.01%
599
+566
CF icon
361
CF Industries
CF
$16.8B
$54K 0.01%
416
-280
TWLO icon
362
Twilio
TWLO
$31B
$54K 0.01%
429
+93
ANET icon
363
Arista Networks
ANET
$206B
$53.5K 0.01%
436
-35
GTM
364
ZoomInfo Technologies
GTM
$828M
$53.5K 0.01%
8,947
+7,083
ARE icon
365
Alexandria Real Estate Equities
ARE
$9.27B
$53.4K 0.01%
1,150
+321
DHR icon
366
Danaher
DHR
$127B
$53.3K 0.01%
281
+188
WMB icon
367
Williams Companies
WMB
$88.2B
$53.2K 0.01%
731
+72
DG icon
368
Dollar General
DG
$25.3B
$53.1K 0.01%
447
+140
ATO icon
369
Atmos Energy
ATO
$28.4B
$53K 0.01%
287
+128
HON icon
370
Honeywell
HON
$140B
$52.9K 0.01%
234
+66
MKSI icon
371
MKS Inc
MKSI
$24B
$52.9K 0.01%
230
-13
MS icon
372
Morgan Stanley
MS
$338B
$52.8K 0.01%
321
+30
KHC icon
373
Kraft Heinz
KHC
$28.9B
$52.4K 0.01%
2,331
+1,998
REG icon
374
Regency Centers
REG
$14.7B
$52.3K 0.01%
691
-31
LNC icon
375
Lincoln National
LNC
$7.13B
$52K 0.01%
1,465
+1,442
13 14
15
16 17