We are live on ! Find out more
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
SCHF icon
626
Schwab International Equity ETF
SCHF
$66.2B
$23.8K ﹤0.01%
962
+54
CNI icon
627
Canadian National Railway
CNI
$72.2B
$23.7K ﹤0.01%
231
PNW icon
628
Pinnacle West Capital
PNW
$12.5B
$23.6K ﹤0.01%
234
+2
AVSE icon
629
Avantis Responsible Emerging Markets Equity ETF
AVSE
$209M
$23.6K ﹤0.01%
354
+338
SITE icon
630
SiteOne Landscape Supply
SITE
$4.72B
$23.6K ﹤0.01%
177
+47
EFA icon
631
iShares MSCI EAFE ETF
EFA
$77.5B
$23.5K ﹤0.01%
+242
TMFG icon
632
Motley Fool Global Opportunities ETF
TMFG
$357M
$23.3K ﹤0.01%
824
NTRA icon
633
Natera
NTRA
$30.4B
$23K ﹤0.01%
115
-29
NVCR icon
634
NovoCure
NVCR
$2.06B
$22.9K ﹤0.01%
2,102
-1,080
SBUX icon
635
Starbucks
SBUX
$117B
$22.8K ﹤0.01%
255
+252
MUFG icon
636
Mitsubishi UFJ Financial
MUFG
$227B
$22.8K ﹤0.01%
1,346
+166
FSK icon
637
FS KKR Capital
FSK
$3.1B
$22.8K ﹤0.01%
2,238
TM icon
638
Toyota
TM
$228B
$22.7K ﹤0.01%
110
+9
BITQ icon
639
Bitwise Crypto Industry Innovators ETF
BITQ
$464M
$22.6K ﹤0.01%
1,200
OUNZ icon
640
VanEck Merk Gold Trust
OUNZ
$2.61B
$22.5K ﹤0.01%
500
USB icon
641
US Bancorp
USB
$91.8B
$22.5K ﹤0.01%
433
+29
AXP icon
642
American Express
AXP
$222B
$22.4K ﹤0.01%
74
-50
AGG icon
643
iShares Core US Aggregate Bond ETF
AGG
$137B
$22.4K ﹤0.01%
226
+5
CDW icon
644
CDW
CDW
$16.9B
$22.1K ﹤0.01%
183
+167
OZK icon
645
Bank OZK
OZK
$5.69B
$22K ﹤0.01%
480
+463
WTM icon
646
White Mountains Insurance
WTM
$5.01B
$22K ﹤0.01%
10
+1
PJT icon
647
PJT Partners
PJT
$3.93B
$21.9K ﹤0.01%
157
SO icon
648
Southern Company
SO
$106B
$21.9K ﹤0.01%
227
+112
R icon
649
Ryder
R
$10.8B
$21.9K ﹤0.01%
107
+2
RIO icon
650
Rio Tinto
RIO
$171B
$21.9K ﹤0.01%
235
+20