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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
PFG icon
476
Principal Financial Group
PFG
$24B
$39K ﹤0.01%
433
OGE icon
477
OGE Energy
OGE
$9.86B
$38.6K ﹤0.01%
804
+514
FRT icon
478
Federal Realty Investment Trust
FRT
$10.9B
$38.4K ﹤0.01%
362
+152
REYN icon
479
Reynolds Consumer Products
REYN
$4.96B
$38.3K ﹤0.01%
1,808
+1,770
JKHY icon
480
Jack Henry & Associates
JKHY
$9.11B
$38.2K ﹤0.01%
242
+236
AAOI icon
481
Applied Optoelectronics
AAOI
$13.6B
$38.1K ﹤0.01%
450
-50
COF icon
482
Capital One
COF
$115B
$37.9K ﹤0.01%
208
-240
IYH icon
483
iShares US Healthcare ETF
IYH
$3.08B
$37.9K ﹤0.01%
615
BABA icon
484
Alibaba
BABA
$271B
$37.9K ﹤0.01%
302
+300
TKR icon
485
Timken Company
TKR
$9.52B
$37.8K ﹤0.01%
376
+7
JCI icon
486
Johnson Controls International
JCI
$88.4B
$37.7K ﹤0.01%
288
+254
ACGL icon
487
Arch Capital
ACGL
$32B
$37.6K ﹤0.01%
392
+82
CTVA icon
488
Corteva
CTVA
$50.9B
$37.6K ﹤0.01%
449
+63
AGO icon
489
Assured Guaranty
AGO
$3.39B
$36.9K ﹤0.01%
453
+34
AVUV icon
490
Avantis US Small Cap Value ETF
AVUV
$28.5B
$36.9K ﹤0.01%
334
AIG icon
491
American International
AIG
$40.2B
$36.5K ﹤0.01%
485
-23
AXS icon
492
AXIS Capital
AXS
$7.48B
$36.4K ﹤0.01%
359
+14
RGA icon
493
Reinsurance Group of America
RGA
$13.8B
$36.3K ﹤0.01%
178
+29
FE icon
494
FirstEnergy
FE
$27.2B
$36.3K ﹤0.01%
717
+2
WH icon
495
Wyndham Hotels & Resorts
WH
$5.94B
$36.2K ﹤0.01%
446
+2
MSM icon
496
MSC Industrial Direct
MSM
$6.52B
$36.2K ﹤0.01%
392
-184
HOLX
497
DELISTED
Hologic
HOLX
$36K ﹤0.01%
476
-8
TTEK icon
498
Tetra Tech
TTEK
$7.38B
$35.7K ﹤0.01%
1,184
-8
THC icon
499
Tenet Healthcare
THC
$15B
$35.5K ﹤0.01%
188
-65
HSBC icon
500
HSBC
HSBC
$318B
$35.1K ﹤0.01%
426
18 19
20
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