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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
$790M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,160
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.77M
3
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

1
+$873K
2
+$372K
3
+$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
Healthpeak Properties
DOC
+$190K

Sector Composition

1 Technology 5.65%
2 Healthcare 3.61%
3 Consumer Staples 2.82%
4 Financials 2.32%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PODD icon
676
Insulet
PODD
$10.2B
$16.8K ﹤0.01%
59
+57
GDDY icon
677
GoDaddy
GDDY
$10.4B
$16.8K ﹤0.01%
135
+125
NCLH icon
678
Norwegian Cruise Line
NCLH
$9.33B
$16.7K ﹤0.01%
746
+712
ETSY icon
679
Etsy
ETSY
$6.96B
$16.5K ﹤0.01%
297
-465
NVO
680
Novo Nordisk
NVO
$193B
$16.3K ﹤0.01%
321
+171
TMHC icon
681
Taylor Morrison
TMHC
$6.61B
$16.3K ﹤0.01%
277
+258
PRU icon
682
Prudential Financial
PRU
$37.9B
$16.3K ﹤0.01%
144
+28
SEIC icon
683
SEI Investments
SEIC
$10.9B
$16.2K ﹤0.01%
198
-159
SITE icon
684
SiteOne Landscape Supply
SITE
$4.77B
$16.2K ﹤0.01%
130
+127
DLN icon
685
WisdomTree US LargeCap Dividend Fund
DLN
$6.3B
$16K ﹤0.01%
182
HMC icon
686
Honda
HMC
$34.8B
$16K ﹤0.01%
543
+343
PCTY icon
687
Paylocity
PCTY
$5.59B
$15.9K ﹤0.01%
104
-194
CHTR icon
688
Charter Communications
CHTR
$17.4B
$15.7K ﹤0.01%
+75
ARKG icon
689
ARK Genomic Revolution ETF
ARKG
$1.29B
$15.6K ﹤0.01%
538
AR icon
690
Antero Resources
AR
$10.5B
$15.5K ﹤0.01%
451
+413
MRVL icon
691
Marvell Technology
MRVL
$244B
$15.4K ﹤0.01%
181
+158
ARQT icon
692
Arcutis Biotherapeutics
ARQT
$3.21B
$15.4K ﹤0.01%
529
+391
EXAS
693
DELISTED
Exact Sciences
EXAS
$15.3K ﹤0.01%
151
+148
NOVT icon
694
Novanta
NOVT
$5.52B
$15.1K ﹤0.01%
+127
TAK icon
695
Takeda Pharmaceutical
TAK
$49.5B
$15K ﹤0.01%
+961
EQT icon
696
EQT Corp
EQT
$32.1B
$14.8K ﹤0.01%
276
+245
FNDF icon
697
Schwab Fundamental International Large Company Index ETF
FNDF
$24.5B
$14.6K ﹤0.01%
323
DFEB icon
698
FT Vest US Equity Deep Buffer ETF February
DFEB
$458M
$14.6K ﹤0.01%
305
OSCR icon
699
Oscar Health
OSCR
$8.61B
$14.5K ﹤0.01%
1,011
+1,000
VMI icon
700
Valmont Industries
VMI
$10.8B
$14.5K ﹤0.01%
36
+16
26 27
28
29 30