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
MGRM
826
DELISTED
Monogram Orthopaedics
MGRM
$1.96K ﹤0.01%
334
FCX icon
827
Freeport-McMoran
FCX
$93.5B
$1.96K ﹤0.01%
50
ETH
828
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.07B
$1.96K ﹤0.01%
50
ALLE icon
829
Allegion
ALLE
$14.1B
$1.95K ﹤0.01%
11
LOCO icon
830
El Pollo Loco
LOCO
$304M
$1.94K ﹤0.01%
200
DAPP icon
831
VanEck Digital Transformation ETF
DAPP
$353M
$1.94K ﹤0.01%
89
MRVL icon
832
Marvell Technology
MRVL
$69B
$1.93K ﹤0.01%
23
-200
OCUL icon
833
Ocular Therapeutix
OCUL
$2.12B
$1.93K ﹤0.01%
165
ASPI icon
834
ASP Isotopes
ASPI
$906M
$1.92K ﹤0.01%
+200
MLI icon
835
Mueller Industries
MLI
$15.3B
$1.92K ﹤0.01%
19
MTZ icon
836
MasTec
MTZ
$19.3B
$1.92K ﹤0.01%
9
+1
EXE
837
Expand Energy Corp
EXE
$26.2B
$1.91K ﹤0.01%
18
-3
MKL icon
838
Markel Group
MKL
$25.5B
$1.91K ﹤0.01%
1
APD icon
839
Air Products & Chemicals
APD
$57B
$1.91K ﹤0.01%
7
SPXL icon
840
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.9B
$1.91K ﹤0.01%
9
BR icon
841
Broadridge
BR
$22.9B
$1.91K ﹤0.01%
8
MLM icon
842
Martin Marietta Materials
MLM
$39.4B
$1.89K ﹤0.01%
3
AME icon
843
Ametek
AME
$52.2B
$1.88K ﹤0.01%
10
SBLK icon
844
Star Bulk Carriers
SBLK
$2.61B
$1.88K ﹤0.01%
101
OMC icon
845
Omnicom Group
OMC
$23.8B
$1.88K ﹤0.01%
23
+7
FF icon
846
Future Fuel
FF
$144M
$1.88K ﹤0.01%
483
CXDO icon
847
Crexendo
CXDO
$215M
$1.87K ﹤0.01%
288
TPL icon
848
Texas Pacific Land
TPL
$24.3B
$1.87K ﹤0.01%
6
CHRW icon
849
C.H. Robinson
CHRW
$22.9B
$1.85K ﹤0.01%
14
SFM icon
850
Sprouts Farmers Market
SFM
$6.88B
$1.85K ﹤0.01%
17