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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
AER icon
751
AerCap
AER
$22.6B
$14K ﹤0.01%
102
-44
PCAR icon
752
PACCAR
PCAR
$63.7B
$14K ﹤0.01%
121
+42
FYX icon
753
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.32B
$13.8K ﹤0.01%
+116
AWI icon
754
Armstrong World Industries
AWI
$6.72B
$13.8K ﹤0.01%
84
-225
VRTX icon
755
Vertex Pharmaceuticals
VRTX
$114B
$13.8K ﹤0.01%
31
+4
RPM icon
756
RPM International
RPM
$14B
$13.8K ﹤0.01%
139
-464
ESTC icon
757
Elastic
ESTC
$6.54B
$13.8K ﹤0.01%
276
-930
IFF icon
758
International Flavors & Fragrances
IFF
$20.2B
$13.8K ﹤0.01%
190
+67
FTC icon
759
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.4B
$13.7K ﹤0.01%
+89
CR icon
760
Crane Co
CR
$12.1B
$13.7K ﹤0.01%
80
-11
CHE icon
761
Chemed
CHE
$5.5B
$13.6K ﹤0.01%
36
+27
SPOT icon
762
Spotify
SPOT
$99.2B
$13.6K ﹤0.01%
28
+16
KEYS icon
763
Keysight
KEYS
$60.3B
$13.6K ﹤0.01%
48
+31
MRVL icon
764
Marvell Technology
MRVL
$257B
$13.5K ﹤0.01%
136
-45
NGG icon
765
National Grid
NGG
$81B
$13.4K ﹤0.01%
158
+24
OKLO
766
Oklo
OKLO
$10.5B
$13.3K ﹤0.01%
268
NVR icon
767
NVR
NVR
$17.2B
$13.2K ﹤0.01%
2
+1
MGM icon
768
MGM Resorts International
MGM
$12.6B
$13.2K ﹤0.01%
356
-7
ACWI icon
769
iShares MSCI ACWI ETF
ACWI
$32.8B
$13.1K ﹤0.01%
95
SIGI icon
770
Selective Insurance
SIGI
$5.57B
$13.1K ﹤0.01%
174
+21
GGG icon
771
Graco
GGG
$12.5B
$13K ﹤0.01%
154
+123
SAP icon
772
SAP
SAP
$195B
$13K ﹤0.01%
76
-12
QBTS icon
773
D-Wave Quantum
QBTS
$9.63B
$13K ﹤0.01%
898
+547
VRSK icon
774
Verisk Analytics
VRSK
$24.1B
$12.9K ﹤0.01%
68
+31
PGR icon
775
Progressive
PGR
$120B
$12.9K ﹤0.01%
65
-101
29 30
31
32 33