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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
AON icon
451
Aon
AON
$71.6B
$41.6K 0.01%
129
+93
BJ icon
452
BJs Wholesale Club
BJ
$11.6B
$41.6K 0.01%
423
+58
EBAY icon
453
eBay
EBAY
$48.2B
$41.3K 0.01%
454
+385
CP icon
454
Canadian Pacific Kansas City
CP
$80B
$41.3K 0.01%
525
THG icon
455
Hanover Insurance
THG
$6.92B
$41.3K 0.01%
238
+8
EQIX icon
456
Equinix
EQIX
$104B
$41.2K 0.01%
42
+9
MLI icon
457
Mueller Industries
MLI
$15.3B
$41.1K 0.01%
371
+82
AVTR icon
458
Avantor
AVTR
$6.41B
$41K 0.01%
5,235
+4,927
BOTZ icon
459
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.47B
$41K 0.01%
1,235
+225
OMC icon
460
Omnicom Group
OMC
$21.9B
$41K 0.01%
544
+153
PNC icon
461
PNC Financial Services
PNC
$95.4B
$40.8K 0.01%
196
+50
FNB icon
462
FNB Corp
FNB
$6.64B
$40.8K 0.01%
2,439
+22
CPAY icon
463
Corpay
CPAY
$23.3B
$40.7K 0.01%
140
+84
VOOG icon
464
Vanguard S&P 500 Growth ETF
VOOG
$25.5B
$40.7K 0.01%
600
GSEW icon
465
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.84B
$40.3K ﹤0.01%
476
EXC icon
466
Exelon
EXC
$47.3B
$40.1K ﹤0.01%
818
+17
ALLY icon
467
Ally Financial
ALLY
$13.6B
$40K ﹤0.01%
1,019
+240
BMRN icon
468
BioMarin Pharmaceuticals
BMRN
$10.8B
$39.8K ﹤0.01%
705
+126
QQQM icon
469
Invesco NASDAQ 100 ETF
QQQM
$95.2B
$39.7K ﹤0.01%
+167
UHS icon
470
Universal Health Services
UHS
$8.86B
$39.6K ﹤0.01%
221
-14
GMED icon
471
Globus Medical
GMED
$10.9B
$39.5K ﹤0.01%
458
+64
A icon
472
Agilent Technologies
A
$36.7B
$39.4K ﹤0.01%
346
+23
IJS icon
473
iShares S&P Small-Cap 600 Value ETF
IJS
$8.11B
$39.3K ﹤0.01%
332
NUE icon
474
Nucor
NUE
$60.7B
$39.2K ﹤0.01%
232
+4
IWD icon
475
iShares Russell 1000 Value ETF
IWD
$76.7B
$39.1K ﹤0.01%
183