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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
TER icon
401
Teradyne
TER
$63.1B
$48.6K 0.01%
164
+108
KRC icon
402
Kilroy Realty
KRC
$4.46B
$48.4K 0.01%
1,715
+963
VMC icon
403
Vulcan Materials
VMC
$37.2B
$48.3K 0.01%
177
+14
URI icon
404
United Rentals
URI
$67.3B
$48.1K 0.01%
66
-8
ENTG icon
405
Entegris
ENTG
$22.9B
$48K 0.01%
409
-208
UPS icon
406
United Parcel Service
UPS
$91.9B
$47.9K 0.01%
486
+75
CI icon
407
Cigna
CI
$78.8B
$47.7K 0.01%
179
+128
AGCO icon
408
AGCO
AGCO
$8.15B
$47.6K 0.01%
411
-79
ORI icon
409
Old Republic International
ORI
$9.39B
$47.6K 0.01%
1,193
+72
XRAY icon
410
Dentsply Sirona
XRAY
$2.02B
$47.5K 0.01%
4,097
+216
MDB icon
411
MongoDB
MDB
$27.6B
$47.5K 0.01%
194
-5
NYT icon
412
New York Times
NYT
$11.9B
$47.5K 0.01%
567
+430
TXG icon
413
10x Genomics
TXG
$3.66B
$47.4K 0.01%
2,231
-764
INTU icon
414
Intuit
INTU
$75.7B
$47.1K 0.01%
109
+1
CGNX icon
415
Cognex
CGNX
$10.6B
$47.1K 0.01%
962
-294
SUI icon
416
Sun Communities
SUI
$15.6B
$47.1K 0.01%
374
-33
MRSH
417
Marsh
MRSH
$81.3B
$47K 0.01%
271
+231
DOW icon
418
Dow Inc
DOW
$24.4B
$46.7K 0.01%
+1,121
RVTY icon
419
Revvity
RVTY
$11.1B
$46.5K 0.01%
531
+521
CAH icon
420
Cardinal Health
CAH
$52.4B
$46.5K 0.01%
220
+47
TDC icon
421
Teradata
TDC
$3.11B
$46.5K 0.01%
1,813
+1,806
UNM icon
422
Unum
UNM
$14.8B
$46K 0.01%
630
+22
ENB icon
423
Enbridge
ENB
$123B
$45.7K 0.01%
844
-244
GM icon
424
General Motors
GM
$73.5B
$45.6K 0.01%
612
+333
MTG icon
425
MGIC Investment
MTG
$5.46B
$45.5K 0.01%
1,734
-324
15 16
17
18 19