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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
XME icon
726
State Street SPDR S&P Metals & Mining ETF
XME
$4.92B
$15.6K ﹤0.01%
+144
VOD icon
727
Vodafone
VOD
$35.8B
$15.4K ﹤0.01%
1,024
+3
NOVT icon
728
Novanta
NOVT
$5.72B
$15.2K ﹤0.01%
129
+2
MT icon
729
ArcelorMittal
MT
$53.8B
$15.2K ﹤0.01%
293
+20
RPRX icon
730
Royalty Pharma
RPRX
$24.3B
$15.2K ﹤0.01%
317
+211
VMI icon
731
Valmont Industries
VMI
$10.6B
$15.2K ﹤0.01%
38
+2
CRM icon
732
Salesforce
CRM
$136B
$15.2K ﹤0.01%
81
-233
AIT icon
733
Applied Industrial Technologies
AIT
$11.8B
$15.1K ﹤0.01%
57
+37
TMHC icon
734
Taylor Morrison
TMHC
$6.62B
$15.1K ﹤0.01%
259
-18
SLB icon
735
SLB Ltd
SLB
$84B
$15K ﹤0.01%
292
+34
PAVE icon
736
Global X US Infrastructure Development ETF
PAVE
$13.9B
$14.9K ﹤0.01%
294
+265
OSK icon
737
Oshkosh
OSK
$8.42B
$14.9K ﹤0.01%
101
+18
SMFG icon
738
Sumitomo Mitsui Financial
SMFG
$155B
$14.9K ﹤0.01%
752
+11
GRID icon
739
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.3B
$14.7K ﹤0.01%
+90
ADSK icon
740
Autodesk
ADSK
$41.9B
$14.6K ﹤0.01%
61
-154
BWA icon
741
BorgWarner
BWA
$15.3B
$14.6K ﹤0.01%
269
+12
SHC icon
742
Sotera Health
SHC
$4.62B
$14.3K ﹤0.01%
996
+220
ARKG icon
743
ARK Genomic Revolution ETF
ARKG
$1.24B
$14.2K ﹤0.01%
538
TS icon
744
Tenaris
TS
$31.8B
$14.2K ﹤0.01%
244
FBTC icon
745
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$14.2K ﹤0.01%
240
STE icon
746
Steris
STE
$20.2B
$14.2K ﹤0.01%
64
-49
CRI icon
747
Carter's
CRI
$1.58B
$14.1K ﹤0.01%
394
NVT icon
748
nVent Electric
NVT
$26.8B
$14.1K ﹤0.01%
119
+98
HOOD icon
749
Robinhood
HOOD
$83.9B
$14.1K ﹤0.01%
203
+48
SFM icon
750
Sprouts Farmers Market
SFM
$8.12B
$14K ﹤0.01%
182
+84
28 29
30
31 32