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
UBS icon
701
UBS Group
UBS
$161B
$17.6K ﹤0.01%
451
+10
VFC icon
702
VF Corp
VFC
$6.91B
$17.6K ﹤0.01%
1,037
+916
KGC icon
703
Kinross Gold
KGC
$30.5B
$17.6K ﹤0.01%
576
-65
OMF icon
704
OneMain Financial
OMF
$6.55B
$17.4K ﹤0.01%
326
+34
IRDM icon
705
Iridium Communications
IRDM
$5B
$17.2K ﹤0.01%
619
+371
HAE icon
706
Haemonetics
HAE
$3.55B
$17.1K ﹤0.01%
304
+49
PAGP icon
707
Plains GP Holdings
PAGP
$4.82B
$17.1K ﹤0.01%
+705
ROK icon
708
Rockwell Automation
ROK
$51.1B
$16.9K ﹤0.01%
47
+23
SBAC icon
709
SBA Communications
SBAC
$21.7B
$16.9K ﹤0.01%
98
-120
AEE icon
710
Ameren
AEE
$30.2B
$16.8K ﹤0.01%
153
+93
ICUI icon
711
ICU Medical
ICUI
$3.55B
$16.8K ﹤0.01%
130
-137
ARES icon
712
Ares Management
ARES
$30.4B
$16.6K ﹤0.01%
152
+110
DLN icon
713
WisdomTree US LargeCap Dividend Fund
DLN
$6.15B
$16.3K ﹤0.01%
182
URA icon
714
Global X Uranium ETF
URA
$6.32B
$16.2K ﹤0.01%
335
+33
NODE
715
VanEck Onchain Economy ETF
NODE
$76.4M
$16.2K ﹤0.01%
500
BITB icon
716
Bitwise Bitcoin ETF
BITB
$2.44B
$16.2K ﹤0.01%
439
DRI icon
717
Darden Restaurants
DRI
$24.2B
$16.1K ﹤0.01%
82
+37
EXLS icon
718
EXL Service
EXLS
$4.41B
$16K ﹤0.01%
527
+93
VST icon
719
Vistra
VST
$49.9B
$15.9K ﹤0.01%
106
+51
HPQ icon
720
HP
HPQ
$23.1B
$15.9K ﹤0.01%
826
-140
BTI icon
721
British American Tobacco
BTI
$135B
$15.8K ﹤0.01%
271
+101
FNDF icon
722
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$15.8K ﹤0.01%
323
CHTR icon
723
Charter Communications
CHTR
$17.9B
$15.8K ﹤0.01%
73
-2
ADT icon
724
ADT
ADT
$5.17B
$15.7K ﹤0.01%
2,390
-472
RCL icon
725
Royal Caribbean
RCL
$79B
$15.7K ﹤0.01%
57
+24
27 28
29
30 31