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
DRVN icon
726
Driven Brands
DRVN
$1.76B
$12.8K ﹤0.01%
865
+851
HUM icon
727
Humana
HUM
$20.5B
$12.8K ﹤0.01%
50
-144
SIGI icon
728
Selective Insurance
SIGI
$4.6B
$12.8K ﹤0.01%
153
+152
CRI icon
729
Carter's
CRI
$1.28B
$12.8K ﹤0.01%
394
+2
NWG icon
730
NatWest
NWG
$61.8B
$12.7K ﹤0.01%
+728
AON icon
731
Aon
AON
$68.8B
$12.7K ﹤0.01%
36
+29
PSEP icon
732
Innovator US Equity Power Buffer ETF September
PSEP
$841M
$12.7K ﹤0.01%
290
GT icon
733
Goodyear
GT
$1.93B
$12.5K ﹤0.01%
1,431
+1,308
BNS icon
734
Scotiabank
BNS
$86.3B
$12.5K ﹤0.01%
+170
MUSA icon
735
Murphy USA
MUSA
$8.5B
$12.5K ﹤0.01%
31
+28
WCC icon
736
WESCO International
WCC
$12.6B
$12.5K ﹤0.01%
51
+11
MT icon
737
ArcelorMittal
MT
$39.7B
$12.4K ﹤0.01%
+273
OGE icon
738
OGE Energy
OGE
$9.94B
$12.4K ﹤0.01%
290
+91
NTNX icon
739
Nutanix
NTNX
$10.8B
$12.4K ﹤0.01%
239
-470
DUOL icon
740
Duolingo
DUOL
$4.9B
$12.3K ﹤0.01%
70
+68
VRTX icon
741
Vertex Pharmaceuticals
VRTX
$118B
$12.2K ﹤0.01%
27
TBN
742
Tamboran Resources
TBN
$673M
$12.1K ﹤0.01%
+446
SHFS icon
743
SHF Holdings
SHFS
$2.98M
$12K ﹤0.01%
11,313
RSP icon
744
Invesco S&P 500 Equal Weight ETF
RSP
$86.4B
$11.9K ﹤0.01%
62
BBIO icon
745
BridgeBio Pharma
BBIO
$13.8B
$11.9K ﹤0.01%
155
+139
CRBG icon
746
Corebridge Financial
CRBG
$11.4B
$11.8K ﹤0.01%
392
+362
BWA icon
747
BorgWarner
BWA
$10.7B
$11.6K ﹤0.01%
257
+231
PNR icon
748
Pentair
PNR
$14.5B
$11.6K ﹤0.01%
111
+29
OXY icon
749
Occidental Petroleum
OXY
$56.9B
$11.5K ﹤0.01%
280
+148
IDXX icon
750
Idexx Laboratories
IDXX
$46.7B
$11.5K ﹤0.01%
17
-2