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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
ARCC icon
576
Ares Capital
ARCC
$13.8B
$27.9K ﹤0.01%
1,547
+1
WEX icon
577
WEX
WEX
$4.7B
$27.9K ﹤0.01%
182
+53
HPE icon
578
Hewlett Packard
HPE
$63.8B
$27.7K ﹤0.01%
1,165
+716
OVV icon
579
Ovintiv
OVV
$16.1B
$27.5K ﹤0.01%
463
-12
MEDP icon
580
Medpace
MEDP
$13.3B
$27.4K ﹤0.01%
57
-15
FLR icon
581
Fluor
FLR
$7.09B
$27.3K ﹤0.01%
586
-29
BRX icon
582
Brixmor Property Group
BRX
$10B
$27.3K ﹤0.01%
947
TRU icon
583
TransUnion
TRU
$12.7B
$27.2K ﹤0.01%
393
-509
TAK icon
584
Takeda Pharmaceutical
TAK
$50.3B
$27.2K ﹤0.01%
1,468
+507
PRU icon
585
Prudential Financial
PRU
$37.7B
$27.1K ﹤0.01%
278
+134
ADBE icon
586
Adobe
ADBE
$82.5B
$26.7K ﹤0.01%
110
-555
DECK icon
587
Deckers Outdoor
DECK
$15.8B
$26.5K ﹤0.01%
265
+79
YUM icon
588
Yum! Brands
YUM
$42.5B
$26.4K ﹤0.01%
170
+4
DFSV icon
589
Dimensional US Small Cap Value ETF
DFSV
$7.89B
$26.3K ﹤0.01%
750
FTAI icon
590
FTAI Aviation
FTAI
$24.8B
$26.2K ﹤0.01%
107
+59
NFG icon
591
National Fuel Gas
NFG
$7.37B
$26.2K ﹤0.01%
279
+229
DAR icon
592
Darling Ingredients
DAR
$9.06B
$26.2K ﹤0.01%
423
+174
CLF icon
593
Cleveland-Cliffs
CLF
$7.86B
$26.1K ﹤0.01%
3,086
+46
SILJ icon
594
Amplify Junior Silver Miners ETF
SILJ
$3.56B
$26K ﹤0.01%
+876
CNH
595
CNH Industrial
CNH
$13.1B
$26K ﹤0.01%
2,365
+106
ICE icon
596
Intercontinental Exchange
ICE
$79.5B
$26K ﹤0.01%
165
-684
EOG icon
597
EOG Resources
EOG
$72.8B
$25.9K ﹤0.01%
179
+124
COO icon
598
Cooper Companies
COO
$13.2B
$25.8K ﹤0.01%
361
+187
NXPI icon
599
NXP Semiconductors
NXPI
$77B
$25.8K ﹤0.01%
131
+3
EFX icon
600
Equifax
EFX
$19.5B
$25.8K ﹤0.01%
143
-19
22 23
24
25 26