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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
DTCR icon
601
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.24B
$25.7K ﹤0.01%
+1,074
BCS icon
602
Barclays
BCS
$86.1B
$25.6K ﹤0.01%
1,208
-268
TSLY icon
603
YieldMax TSLA Option Income Strategy ETF
TSLY
$831M
$25.5K ﹤0.01%
849
+97
MAT icon
604
Mattel
MAT
$4.26B
$25.3K ﹤0.01%
1,744
+1,687
QRVO icon
605
Qorvo
QRVO
$8.68B
$25.3K ﹤0.01%
327
-156
TEAM icon
606
Atlassian
TEAM
$22.5B
$25.3K ﹤0.01%
370
-139
COLM icon
607
Columbia Sportswear
COLM
$3.43B
$25.2K ﹤0.01%
459
+2
TD icon
608
Toronto Dominion Bank
TD
$194B
$25.1K ﹤0.01%
269
MSTR icon
609
Strategy Inc
MSTR
$43.8B
$25.1K ﹤0.01%
201
SU icon
610
Suncor Energy
SU
$72.7B
$25.1K ﹤0.01%
379
+70
SWKS icon
611
Skyworks Solutions
SWKS
$11.1B
$25K ﹤0.01%
466
-106
P
612
Everpure Inc
P
$24B
$24.9K ﹤0.01%
421
+362
BNY
613
Bank of New York Mellon
BNY
$98.8B
$24.8K ﹤0.01%
209
+14
DHI icon
614
D.R. Horton
DHI
$43.7B
$24.7K ﹤0.01%
180
-39
PCOR icon
615
Procore
PCOR
$6.39B
$24.6K ﹤0.01%
432
+426
CMG icon
616
Chipotle Mexican Grill
CMG
$41.3B
$24.6K ﹤0.01%
767
SHEL icon
617
Shell
SHEL
$237B
$24.5K ﹤0.01%
264
-98
RY icon
618
Royal Bank of Canada
RY
$277B
$24.3K ﹤0.01%
150
Q
619
Qnity Electronics Inc
Q
$31.5B
$24.1K ﹤0.01%
209
+48
TXRH icon
620
Texas Roadhouse
TXRH
$11B
$24.1K ﹤0.01%
146
+106
EA icon
621
Electronic Arts
EA
$51B
$24.1K ﹤0.01%
118
+4
ONON icon
622
On Holding
ONON
$12.9B
$24.1K ﹤0.01%
707
-18
JLL icon
623
Jones Lang LaSalle
JLL
$13.9B
$24K ﹤0.01%
79
-8
LVS icon
624
Las Vegas Sands
LVS
$33.6B
$23.9K ﹤0.01%
443
-111
DD icon
625
DuPont de Nemours
DD
$19.5B
$23.8K ﹤0.01%
520
+31
23 24
25
26 27