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 +$4.84M
3 +$4.3M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.57M
5
AAPL icon
Apple
AAPL
+$2.52M

Top Sells

1 +$763K
2 +$329K
3 +$249K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$227K
5
DOC icon
Healthpeak Properties
DOC
+$168K

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
$2.56B
$12.8K ﹤0.01%
865
+851
HUM icon
727
Humana
HUM
$23.5B
$12.8K ﹤0.01%
50
-144
SIGI icon
728
Selective Insurance
SIGI
$5.06B
$12.8K ﹤0.01%
153
+152
CRI icon
729
Carter's
CRI
$1.27B
$12.8K ﹤0.01%
394
+2
NWG icon
730
NatWest
NWG
$72.9B
$12.7K ﹤0.01%
+728
AON icon
731
Aon
AON
$75.1B
$12.7K ﹤0.01%
36
+29
PSEP icon
732
Innovator US Equity Power Buffer ETF September
PSEP
$896M
$12.7K ﹤0.01%
290
GT icon
733
Goodyear
GT
$2.7B
$12.5K ﹤0.01%
1,431
+1,308
BNS icon
734
Scotiabank
BNS
$92.3B
$12.5K ﹤0.01%
+170
MUSA icon
735
Murphy USA
MUSA
$7.8B
$12.5K ﹤0.01%
31
+28
WCC icon
736
WESCO International
WCC
$14.1B
$12.5K ﹤0.01%
51
+11
MT icon
737
ArcelorMittal
MT
$41.3B
$12.4K ﹤0.01%
+273
OGE icon
738
OGE Energy
OGE
$8.97B
$12.4K ﹤0.01%
290
+91
NTNX icon
739
Nutanix
NTNX
$10.7B
$12.4K ﹤0.01%
239
-470
DUOL icon
740
Duolingo
DUOL
$6.28B
$12.3K ﹤0.01%
70
+68
VRTX icon
741
Vertex Pharmaceuticals
VRTX
$120B
$12.2K ﹤0.01%
27
TBN
742
Tamboran Resources
TBN
$676M
$12.1K ﹤0.01%
+446
SHFS icon
743
SHF Holdings
SHFS
$3.51M
$12K ﹤0.01%
11,313
RSP icon
744
Invesco S&P 500 Equal Weight ETF
RSP
$82.1B
$11.9K ﹤0.01%
62
BBIO icon
745
BridgeBio Pharma
BBIO
$14.8B
$11.9K ﹤0.01%
155
+139
CRBG icon
746
Corebridge Financial
CRBG
$15.6B
$11.8K ﹤0.01%
392
+362
BWA icon
747
BorgWarner
BWA
$10.2B
$11.6K ﹤0.01%
257
+231
PNR icon
748
Pentair
PNR
$17.3B
$11.6K ﹤0.01%
111
+29
OXY icon
749
Occidental Petroleum
OXY
$44.3B
$11.5K ﹤0.01%
280
+148
IDXX icon
750
Idexx Laboratories
IDXX
$54.1B
$11.5K ﹤0.01%
17
-2