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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
SSD icon
801
Simpson Manufacturing
SSD
$8.11B
$11.7K ﹤0.01%
68
CRWV
802
CoreWeave Inc
CRWV
$58.8B
$11.6K ﹤0.01%
150
LYB icon
803
LyondellBasell Industries
LYB
$20.3B
$11.5K ﹤0.01%
143
+51
GSK icon
804
GSK
GSK
$105B
$11.5K ﹤0.01%
208
BIIB icon
805
Biogen
BIIB
$29.2B
$11.4K ﹤0.01%
62
+50
FNDC icon
806
Schwab Fundamental International Small Company Index ETF
FNDC
$3.1B
$11.4K ﹤0.01%
245
MANH icon
807
Manhattan Associates
MANH
$8.55B
$11.3K ﹤0.01%
85
-44
FLEX icon
808
Flex
FLEX
$54.4B
$11.2K ﹤0.01%
171
+60
PAA icon
809
Plains All American Pipeline
PAA
$15.4B
$11.2K ﹤0.01%
500
FNX icon
810
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.4B
$11.2K ﹤0.01%
+87
FER icon
811
Ferrovial N.V. Ordinary Shares
FER
$49.3B
$11.1K ﹤0.01%
171
+148
UUUU icon
812
Energy Fuels
UUUU
$3.93B
$11.1K ﹤0.01%
+608
TRGP icon
813
Targa Resources
TRGP
$57B
$11K ﹤0.01%
44
+18
MFG icon
814
Mizuho Financial
MFG
$119B
$10.9K ﹤0.01%
1,378
+569
GBX icon
815
The Greenbrier Companies
GBX
$1.5B
$10.9K ﹤0.01%
207
NWG icon
816
NatWest
NWG
$65.5B
$10.8K ﹤0.01%
728
TT icon
817
Trane Technologies
TT
$104B
$10.8K ﹤0.01%
26
+12
CNXC icon
818
Concentrix
CNXC
$1.61B
$10.8K ﹤0.01%
396
+147
FMNB icon
819
Farmers National Banc Corp
FMNB
$853M
$10.7K ﹤0.01%
811
KRE icon
820
State Street SPDR S&P Regional Banking ETF
KRE
$4.2B
$10.6K ﹤0.01%
163
+144
PBR icon
821
Petrobras
PBR
$112B
$10.6K ﹤0.01%
512
-147
LYG icon
822
Lloyds Banking Group
LYG
$79.6B
$10.6K ﹤0.01%
2,102
SRPT icon
823
Sarepta Therapeutics
SRPT
$1.68B
$10.6K ﹤0.01%
485
-384
SYF icon
824
Synchrony
SYF
$25.3B
$10.5K ﹤0.01%
155
-423
LPLA icon
825
LPL Financial
LPLA
$23.9B
$10.5K ﹤0.01%
35
+20
31 32
33
34 35