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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
SATS icon
876
EchoStar
SATS
$34.2B
$8.66K ﹤0.01%
+74
TEL icon
877
TE Connectivity
TEL
$63.1B
$8.57K ﹤0.01%
41
-206
COIN icon
878
Coinbase
COIN
$44.7B
$8.56K ﹤0.01%
49
-290
GTLB icon
879
GitLab
GTLB
$4.78B
$8.55K ﹤0.01%
395
+206
CNP icon
880
CenterPoint Energy
CNP
$28.2B
$8.5K ﹤0.01%
197
+120
GLOB icon
881
Globant
GLOB
$1.59B
$8.48K ﹤0.01%
184
-567
ALHC icon
882
Alignment Healthcare
ALHC
$4.09B
$8.46K ﹤0.01%
480
+469
DVN icon
883
Devon Energy
DVN
$50.2B
$8.46K ﹤0.01%
168
+6
CWEN icon
884
Clearway Energy Class C
CWEN
$6.01B
$8.45K ﹤0.01%
215
+8
DRS icon
885
Leonardo DRS
DRS
$12.5B
$8.41K ﹤0.01%
189
+16
BRO icon
886
Brown & Brown
BRO
$20.1B
$8.41K ﹤0.01%
129
+98
AN icon
887
AutoNation
AN
$6.47B
$8.4K ﹤0.01%
43
+27
STM icon
888
STMicroelectronics
STM
$70.2B
$8.4K ﹤0.01%
+243
CDNS icon
889
Cadence Design Systems
CDNS
$109B
$8.34K ﹤0.01%
30
+3
LSTR icon
890
Landstar System
LSTR
$7.44B
$8.34K ﹤0.01%
52
+51
WTFC icon
891
Wintrust Financial
WTFC
$10.6B
$8.34K ﹤0.01%
60
+5
GH icon
892
Guardant Health
GH
$17.2B
$8.31K ﹤0.01%
90
+2
KMPR icon
893
Kemper
KMPR
$1.5B
$8.31K ﹤0.01%
272
-1,229
TAP icon
894
Molson Coors Class B
TAP
$7.67B
$8.31K ﹤0.01%
193
+178
LOGI icon
895
Logitech
LOGI
$15.9B
$8.29K ﹤0.01%
+91
WAL icon
896
Western Alliance Bancorporation
WAL
$8.93B
$8.29K ﹤0.01%
117
+80
AEG icon
897
Aegon
AEG
$12.9B
$8.28K ﹤0.01%
1,140
-163
TOST icon
898
Toast
TOST
$14.5B
$8.25K ﹤0.01%
311
-62
BITW
899
Bitwise 10 Crypto Index ETF
BITW
$639M
$8.21K ﹤0.01%
184
ALV icon
900
Autoliv
ALV
$9.42B
$8.2K ﹤0.01%
78
-15
34 35
36
37 38