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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
BSX icon
551
Boston Scientific
BSX
$69.7B
$29.9K ﹤0.01%
477
-272
IEI icon
552
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$29.6K ﹤0.01%
250
TTWO icon
553
Take-Two Interactive
TTWO
$39.3B
$29.6K ﹤0.01%
150
-130
VCIT icon
554
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$29.6K ﹤0.01%
358
-96
SOXX icon
555
iShares Semiconductor ETF
SOXX
$40.1B
$29.4K ﹤0.01%
89
RITM icon
556
Rithm Capital
RITM
$5.2B
$29.4K ﹤0.01%
3,100
-242
PINS icon
557
Pinterest
PINS
$11.3B
$29.4K ﹤0.01%
1,602
-314
TREX icon
558
Trex
TREX
$4.74B
$29.4K ﹤0.01%
806
+212
IVZ icon
559
Invesco
IVZ
$12.8B
$29.3K ﹤0.01%
1,207
+537
HSY icon
560
Hershey
HSY
$36.8B
$29.3K ﹤0.01%
141
+2
L icon
561
Loews
L
$22.2B
$29.2K ﹤0.01%
274
PRI icon
562
Primerica
PRI
$8.79B
$29.1K ﹤0.01%
116
+74
AOS icon
563
A.O. Smith
AOS
$8.14B
$29K ﹤0.01%
440
-343
BTC
564
Grayscale Bitcoin Mini Trust ETF
BTC
$3.37B
$28.8K ﹤0.01%
961
-23,144
MASI
565
DELISTED
Masimo
MASI
$28.8K ﹤0.01%
162
-14
ARMK icon
566
Aramark
ARMK
$14.3B
$28.8K ﹤0.01%
710
+160
EPD icon
567
Enterprise Products Partners
EPD
$80.6B
$28.8K ﹤0.01%
761
+73
ATI icon
568
ATI
ATI
$27.1B
$28.7K ﹤0.01%
197
+25
XLU icon
569
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$28.6K ﹤0.01%
624
EXE
570
Expand Energy Corp
EXE
$21.2B
$28.4K ﹤0.01%
259
+205
NVST icon
571
Envista
NVST
$4B
$28.3K ﹤0.01%
1,116
+11
IEX icon
572
IDEX
IEX
$16.2B
$28.2K ﹤0.01%
149
+76
TSCO icon
573
Tractor Supply
TSCO
$16.4B
$28.2K ﹤0.01%
623
+9
CLS icon
574
Celestica
CLS
$45.2B
$28.2K ﹤0.01%
100
EXEL icon
575
Exelixis
EXEL
$13.4B
$28.1K ﹤0.01%
655
-23
21 22
23
24 25