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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
SCCO icon
526
Southern Copper
SCCO
$158B
$32.7K ﹤0.01%
192
-480
MSGS icon
527
Madison Square Garden
MSGS
$9.26B
$32.1K ﹤0.01%
100
+83
WEN icon
528
Wendy's
WEN
$1.29B
$32K ﹤0.01%
+4,602
USO icon
529
United States Oil Fund
USO
$1.83B
$31.8K ﹤0.01%
250
MHK icon
530
Mohawk Industries
MHK
$6.56B
$31.8K ﹤0.01%
323
+166
MOS icon
531
The Mosaic Company
MOS
$7.21B
$31.7K ﹤0.01%
1,245
+525
RRX icon
532
Regal Rexnord
RRX
$14.1B
$31.6K ﹤0.01%
169
+3
WULF icon
533
TeraWulf
WULF
$12.9B
$31.6K ﹤0.01%
2,188
+46
CRS icon
534
Carpenter Technology
CRS
$27.9B
$31.5K ﹤0.01%
80
+36
ST icon
535
Sensata Technologies
ST
$7.33B
$31.5K ﹤0.01%
894
+32
PTLC icon
536
Pacer Trendpilot US Large Cap ETF
PTLC
$3.28B
$31.5K ﹤0.01%
600
NZF icon
537
Nuveen Municipal Credit Income Fund
NZF
$2.45B
$31.4K ﹤0.01%
2,581
HST icon
538
Host Hotels & Resorts
HST
$17B
$31.3K ﹤0.01%
1,632
+641
BFAM icon
539
Bright Horizons
BFAM
$3.41B
$31.1K ﹤0.01%
379
-101
TTC icon
540
Toro Company
TTC
$8.64B
$31.1K ﹤0.01%
333
+156
WST icon
541
West Pharmaceutical
WST
$23.2B
$31.1K ﹤0.01%
124
-58
TW icon
542
Tradeweb Markets
TW
$21.6B
$30.9K ﹤0.01%
263
+77
HII icon
543
Huntington Ingalls Industries
HII
$11.7B
$30.8K ﹤0.01%
81
+16
AME icon
544
Ametek
AME
$52.1B
$30.7K ﹤0.01%
143
+114
WBD icon
545
Warner Bros
WBD
$67.6B
$30.4K ﹤0.01%
1,108
-213
F icon
546
Ford
F
$59.1B
$30.4K ﹤0.01%
2,633
+2,039
PPG icon
547
PPG Industries
PPG
$26.6B
$30.2K ﹤0.01%
283
+59
UTHR icon
548
United Therapeutics
UTHR
$23.2B
$30.2K ﹤0.01%
51
-23
PR icon
549
Permian Resources
PR
$16.3B
$30.1K ﹤0.01%
1,413
+1,341
BHP icon
550
BHP
BHP
$231B
$30.1K ﹤0.01%
414
-27
20 21
22
23 24