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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
TKO icon
826
TKO Group
TKO
$15.1B
$10.5K ﹤0.01%
52
+43
WTW icon
827
Willis Towers Watson
WTW
$24.6B
$10.5K ﹤0.01%
36
+21
ENS icon
828
EnerSys
ENS
$8.41B
$10.4K ﹤0.01%
60
+16
BYD icon
829
Boyd Gaming
BYD
$6.51B
$10.4K ﹤0.01%
+126
PHM icon
830
Pultegroup
PHM
$23.6B
$10.3K ﹤0.01%
88
+6
LEN icon
831
Lennar Class A
LEN
$22.6B
$10.3K ﹤0.01%
119
+94
CASY icon
832
Casey's General Stores
CASY
$31.9B
$10.2K ﹤0.01%
14
+6
CHDN icon
833
Churchill Downs
CHDN
$6.34B
$10.2K ﹤0.01%
113
-103
AZO icon
834
AutoZone
AZO
$51.5B
$10.1K ﹤0.01%
3
CHRW icon
835
C.H. Robinson
CHRW
$22.4B
$10.1K ﹤0.01%
61
+15
IP icon
836
International Paper
IP
$19.9B
$10.1K ﹤0.01%
283
+125
PALL icon
837
abrdn Physical Palladium Shares ETF
PALL
$689M
$10.1K ﹤0.01%
375
TBBB icon
838
BBB Foods
TBBB
$5.21B
$10.1K ﹤0.01%
285
+271
VWO icon
839
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$10.1K ﹤0.01%
186
PRCH icon
840
Porch Group
PRCH
$1.14B
$9.99K ﹤0.01%
1,394
+462
FIS icon
841
Fidelity National Information Services
FIS
$20.4B
$9.99K ﹤0.01%
213
+170
SCI icon
842
Service Corp International
SCI
$10.4B
$9.98K ﹤0.01%
121
-18
MSI icon
843
Motorola Solutions
MSI
$68.3B
$9.98K ﹤0.01%
23
+10
SCYB icon
844
Schwab High Yield Bond ETF
SCYB
$2.6B
$9.95K ﹤0.01%
383
+80
SWX icon
845
Southwest Gas
SWX
$6.42B
$9.91K ﹤0.01%
114
+33
MUSA icon
846
Murphy USA
MUSA
$10.9B
$9.88K ﹤0.01%
20
-11
OTIS icon
847
Otis Worldwide
OTIS
$27.7B
$9.87K ﹤0.01%
128
-258
CNA icon
848
CNA Financial
CNA
$12.2B
$9.74K ﹤0.01%
212
+107
STLD icon
849
Steel Dynamics
STLD
$39.4B
$9.72K ﹤0.01%
54
+21
WPC icon
850
W.P. Carey
WPC
$17B
$9.65K ﹤0.01%
142
32 33
34
35 36