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 +$6.18M
3 +$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

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
$33.6B
$2.27K ﹤0.01%
25
DRIV icon
802
Global X Autonomous & Electric Vehicles ETF
DRIV
$334M
$2.26K ﹤0.01%
80
BWFG icon
803
Bankwell Financial Group
BWFG
$372M
$2.26K ﹤0.01%
+51
CBAN icon
804
Colony Bankcorp
CBAN
$415M
$2.25K ﹤0.01%
+132
CRSP icon
805
CRISPR Therapeutics
CRSP
$4.78B
$2.2K ﹤0.01%
34
BLDR icon
806
Builders FirstSource
BLDR
$10B
$2.18K ﹤0.01%
18
HUBB icon
807
Hubbell
HUBB
$25.2B
$2.15K ﹤0.01%
5
AQN icon
808
Algonquin Power & Utilities
AQN
$5.05B
$2.15K ﹤0.01%
400
LMND icon
809
Lemonade
LMND
$5.14B
$2.14K ﹤0.01%
+40
PTON icon
810
Peloton Interactive
PTON
$1.75B
$2.14K ﹤0.01%
238
NTAP icon
811
NetApp
NTAP
$20.3B
$2.13K ﹤0.01%
18
LE icon
812
Lands' End
LE
$409M
$2.13K ﹤0.01%
+151
ROK icon
813
Rockwell Automation
ROK
$40.4B
$2.1K ﹤0.01%
6
-1
UTHR icon
814
United Therapeutics
UTHR
$23.6B
$2.1K ﹤0.01%
5
-1
ODV
815
Osisko Development Corp
ODV
$1.09B
$2.08K ﹤0.01%
+613
NVT icon
816
nVent Electric
NVT
$18.5B
$2.07K ﹤0.01%
21
TTWO icon
817
Take-Two Interactive
TTWO
$38.4B
$2.07K ﹤0.01%
8
DKNG icon
818
DraftKings
DKNG
$12.4B
$2.06K ﹤0.01%
55
MEDP icon
819
Medpace
MEDP
$12.9B
$2.06K ﹤0.01%
4
K
820
DELISTED
Kellanova
K
$2.05K ﹤0.01%
25
CACI icon
821
CACI
CACI
$13.6B
$2K ﹤0.01%
4
KMB icon
822
Kimberly-Clark
KMB
$33.5B
$1.99K ﹤0.01%
16
TROW icon
823
T. Rowe Price
TROW
$19.2B
$1.98K ﹤0.01%
19
SNPS icon
824
Synopsys
SNPS
$82.4B
$1.97K ﹤0.01%
4
+1
RS icon
825
Reliance Steel & Aluminium
RS
$15.5B
$1.97K ﹤0.01%
7