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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
JEF icon
676
Jefferies Financial Group
JEF
$12.6B
$19.6K ﹤0.01%
474
-659
ANF icon
677
Abercrombie & Fitch
ANF
$4.02B
$19.5K ﹤0.01%
213
+2
HAL icon
678
Halliburton
HAL
$33.1B
$19.3K ﹤0.01%
496
+263
RBLX icon
679
Roblox
RBLX
$31B
$19.3K ﹤0.01%
341
-144
BBWI icon
680
Bath & Body Works
BBWI
$3.91B
$19.3K ﹤0.01%
1,032
DKNG icon
681
DraftKings
DKNG
$14.4B
$19.2K ﹤0.01%
889
-388
CCD
682
Calamos Dynamic Convertible & Income Fund
CCD
$712M
$19.2K ﹤0.01%
900
AVRE icon
683
Avantis Real Estate ETF
AVRE
$839M
$19K ﹤0.01%
432
BLOK icon
684
Amplify Blockchain Technology ETF
BLOK
$1.32B
$19K ﹤0.01%
381
+13
ZION icon
685
Zions Bancorporation
ZION
$9.89B
$18.9K ﹤0.01%
328
+308
SOFI icon
686
SoFi Technologies
SOFI
$21.3B
$18.9K ﹤0.01%
1,190
+17
VGSR icon
687
Vert Global Sustainable Real Estate ETF
VGSR
$527M
$18.5K ﹤0.01%
1,794
-329
MSCI icon
688
MSCI
MSCI
$43.6B
$18.3K ﹤0.01%
34
+22
DFAI icon
689
Dimensional International Core Equity Market ETF
DFAI
$16.5B
$18.2K ﹤0.01%
467
UI icon
690
Ubiquiti
UI
$35.6B
$18.2K ﹤0.01%
23
+5
PB icon
691
Prosperity Bancshares
PB
$7.33B
$18.1K ﹤0.01%
270
+175
ALB icon
692
Albemarle
ALB
$20.1B
$18.1K ﹤0.01%
101
+49
CRL icon
693
Charles River Laboratories
CRL
$9.03B
$18.1K ﹤0.01%
105
-151
HUBS icon
694
HubSpot
HUBS
$9.62B
$18.1K ﹤0.01%
74
+2
GPC icon
695
Genuine Parts
GPC
$14.3B
$18K ﹤0.01%
170
+146
TECH icon
696
Bio-Techne
TECH
$8.45B
$17.9K ﹤0.01%
342
-443
MIST icon
697
Milestone Pharmaceuticals
MIST
$158M
$17.9K ﹤0.01%
15,000
SPYM
698
State Street SPDR Portfolio S&P 500 ETF
SPYM
$139B
$17.8K ﹤0.01%
233
EXPD icon
699
Expeditors International
EXPD
$21.8B
$17.8K ﹤0.01%
124
+2
DB icon
700
Deutsche Bank
DB
$63.7B
$17.7K ﹤0.01%
593
-125
26 27
28
29 30