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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
NTNX icon
651
Nutanix
NTNX
$13.3B
$21.8K ﹤0.01%
574
+335
EXP icon
652
Eagle Materials
EXP
$6.66B
$21.8K ﹤0.01%
115
-13
EQNR icon
653
Equinor
EQNR
$90.1B
$21.8K ﹤0.01%
516
+258
RBC icon
654
RBC Bearings
RBC
$19.1B
$21.7K ﹤0.01%
40
+22
ALC icon
655
Alcon
ALC
$32.6B
$21.6K ﹤0.01%
287
+9
ZWS icon
656
Zurn Elkay Water Solutions
ZWS
$8.07B
$21.6K ﹤0.01%
481
S icon
657
SentinelOne
S
$5.09B
$21.4K ﹤0.01%
1,665
+1,662
TMUS icon
658
T-Mobile US
TMUS
$205B
$21.4K ﹤0.01%
102
-90
FLGR icon
659
Franklin FTSE Germany ETF
FLGR
$38.4M
$21.2K ﹤0.01%
679
PPL icon
660
PPL Corp
PPL
$27B
$21.1K ﹤0.01%
553
+8
IT icon
661
Gartner
IT
$9.92B
$21.1K ﹤0.01%
133
-242
ENPH icon
662
Enphase Energy
ENPH
$7.19B
$20.8K ﹤0.01%
+550
STCE icon
663
Schwab Crypto Thematic ETF
STCE
$315M
$20.7K ﹤0.01%
398
SPSM icon
664
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.2B
$20.6K ﹤0.01%
426
FNDE icon
665
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.53B
$20.6K ﹤0.01%
538
DDOG icon
666
Datadog
DDOG
$81.8B
$20.4K ﹤0.01%
173
-151
VTR icon
667
Ventas
VTR
$41.1B
$20.3K ﹤0.01%
248
-34
KTOS icon
668
Kratos Defense & Security Solutions
KTOS
$10.8B
$20.2K ﹤0.01%
287
-42
RAAX icon
669
VanEck Inflation Allocation ETF
RAAX
$993M
$20.2K ﹤0.01%
+497
CCL icon
670
Carnival Corporation Ltd
CCL
$40.4B
$20.2K ﹤0.01%
781
+543
AEM icon
671
Agnico Eagle Mines
AEM
$81.3B
$20.1K ﹤0.01%
99
-28
AJG icon
672
Arthur J. Gallagher & Co
AJG
$56.2B
$19.9K ﹤0.01%
92
-29
JEPQ icon
673
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.3B
$19.8K ﹤0.01%
357
AR icon
674
Antero Resources
AR
$10.8B
$19.8K ﹤0.01%
467
+16
XBI icon
675
State Street SPDR S&P Biotech ETF
XBI
$8.09B
$19.7K ﹤0.01%
154
25 26
27
28 29