SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
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
SMFG icon
701
Sumitomo Mitsui Financial
SMFG
$125B
$14.3K ﹤0.01%
+741
MLM icon
702
Martin Marietta Materials
MLM
$35.3B
$14.3K ﹤0.01%
23
+20
COO icon
703
Cooper Companies
COO
$14.1B
$14.3K ﹤0.01%
174
+170
AXTA icon
704
Axalta
AXTA
$5.96B
$14.2K ﹤0.01%
438
+408
CI icon
705
Cigna
CI
$70.7B
$14K ﹤0.01%
51
+42
TTC icon
706
Toro Company
TTC
$9.21B
$13.9K ﹤0.01%
177
-468
PLD icon
707
Prologis
PLD
$125B
$13.9K ﹤0.01%
109
-277
ALNY icon
708
Alnylam Pharmaceuticals
ALNY
$42.5B
$13.9K ﹤0.01%
35
+33
AMH icon
709
American Homes 4 Rent
AMH
$10.4B
$13.9K ﹤0.01%
432
-872
CRS icon
710
Carpenter Technology
CRS
$18.6B
$13.9K ﹤0.01%
44
+37
PPC icon
711
Pilgrim's Pride
PPC
$8.73B
$13.8K ﹤0.01%
355
+344
INVH icon
712
Invitation Homes
INVH
$15.3B
$13.8K ﹤0.01%
+497
DEO icon
713
Diageo
DEO
$42.7B
$13.8K ﹤0.01%
160
+52
WDAY icon
714
Workday
WDAY
$35.5B
$13.7K ﹤0.01%
64
+7
SU icon
715
Suncor Energy
SU
$72.8B
$13.7K ﹤0.01%
+309
SHC icon
716
Sotera Health
SHC
$3.94B
$13.7K ﹤0.01%
776
+752
VOD icon
717
Vodafone
VOD
$34.1B
$13.5K ﹤0.01%
1,021
+611
ACWI icon
718
iShares MSCI ACWI ETF
ACWI
$28.1B
$13.4K ﹤0.01%
95
LYFT icon
719
Lyft
LYFT
$5.59B
$13.3K ﹤0.01%
689
+684
MGM icon
720
MGM Resorts International
MGM
$9.2B
$13.2K ﹤0.01%
+363
TOST icon
721
Toast
TOST
$16.7B
$13.2K ﹤0.01%
373
+279
NET icon
722
Cloudflare
NET
$74.5B
$13.2K ﹤0.01%
67
+52
Q
723
Qnity Electronics Inc
Q
$23.8B
$13.1K ﹤0.01%
+161
IEX icon
724
IDEX
IEX
$14.1B
$13K ﹤0.01%
73
+67
URA icon
725
Global X Uranium ETF
URA
$7.02B
$12.9K ﹤0.01%
302