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
$731M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,705
New
Increased
Reduced
Closed

Top Buys

1 +$9.49M
2 +$6.25M
3 +$2.76M
4
WMT icon
Walmart Inc
WMT
+$2.74M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.51M

Sector Composition

1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACGL icon
801
Arch Capital
ACGL
$34.7B
$2.27K ﹤0.01%
25
DRIV icon
802
Global X Autonomous & Electric Vehicles ETF
DRIV
$373M
$2.26K ﹤0.01%
80
BWFG icon
803
Bankwell Financial Group
BWFG
$376M
$2.26K ﹤0.01%
+51
CBAN icon
804
Colony Bankcorp
CBAN
$414M
$2.25K ﹤0.01%
+132
CRSP icon
805
CRISPR Therapeutics
CRSP
$5.08B
$2.2K ﹤0.01%
34
BLDR icon
806
Builders FirstSource
BLDR
$12.7B
$2.18K ﹤0.01%
18
HUBB icon
807
Hubbell
HUBB
$26.5B
$2.15K ﹤0.01%
5
AQN icon
808
Algonquin Power & Utilities
AQN
$4.97B
$2.15K ﹤0.01%
400
PTON icon
809
Peloton Interactive
PTON
$2.39B
$2.14K ﹤0.01%
238
LMND icon
810
Lemonade
LMND
$6.82B
$2.14K ﹤0.01%
+40
NTAP icon
811
NetApp
NTAP
$19.5B
$2.13K ﹤0.01%
18
LE icon
812
Lands' End
LE
$550M
$2.13K ﹤0.01%
+151
ROK icon
813
Rockwell Automation
ROK
$48B
$2.1K ﹤0.01%
6
-1
UTHR icon
814
United Therapeutics
UTHR
$20.1B
$2.1K ﹤0.01%
5
-1
ODV
815
Osisko Development Corp
ODV
$998M
$2.08K ﹤0.01%
+613
NVT icon
816
nVent Electric
NVT
$18.7B
$2.07K ﹤0.01%
21
TTWO icon
817
Take-Two Interactive
TTWO
$44.2B
$2.07K ﹤0.01%
8
MEDP icon
818
Medpace
MEDP
$16.7B
$2.06K ﹤0.01%
4
DKNG icon
819
DraftKings
DKNG
$14.9B
$2.06K ﹤0.01%
55
K
820
DELISTED
Kellanova
K
$2.05K ﹤0.01%
25
CACI icon
821
CACI
CACI
$13.8B
$2K ﹤0.01%
4
KMB icon
822
Kimberly-Clark
KMB
$32.7B
$1.99K ﹤0.01%
16
TROW icon
823
T. Rowe Price
TROW
$22.9B
$1.98K ﹤0.01%
19
SNPS icon
824
Synopsys
SNPS
$91.8B
$1.97K ﹤0.01%
4
+1
RS icon
825
Reliance Steel & Aluminium
RS
$17.4B
$1.97K ﹤0.01%
7