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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
TOL icon
901
Toll Brothers
TOL
$13.9B
$8.19K ﹤0.01%
60
+4
AYI icon
902
Acuity Brands
AYI
$9.17B
$8.13K ﹤0.01%
29
-125
VOE icon
903
Vanguard Mid-Cap Value ETF
VOE
$23.1B
$8.11K ﹤0.01%
+44
FBND icon
904
Fidelity Total Bond ETF
FBND
$26.3B
$8.07K ﹤0.01%
177
FRPT icon
905
Freshpet
FRPT
$2.68B
$8.02K ﹤0.01%
136
+129
PUK icon
906
Prudential
PUK
$33.9B
$8.02K ﹤0.01%
282
+23
VEU icon
907
Vanguard FTSE All-World ex-US ETF
VEU
$67.6B
$7.96K ﹤0.01%
106
-29
MCHP icon
908
Microchip Technology
MCHP
$54.4B
$7.95K ﹤0.01%
123
+79
CRML icon
909
Critical Metals Corp
CRML
$1.54B
$7.94K ﹤0.01%
+1,000
CBSH icon
910
Commerce Bancshares
CBSH
$7.98B
$7.92K ﹤0.01%
161
+146
LUNR icon
911
Intuitive Machines
LUNR
$4.13B
$7.91K ﹤0.01%
+426
LIVN icon
912
LivaNova
LIVN
$4.38B
$7.88K ﹤0.01%
124
+3
CBOE icon
913
Cboe Global Markets
CBOE
$30.7B
$7.87K ﹤0.01%
28
-8
M icon
914
Macy's
M
$6.49B
$7.87K ﹤0.01%
435
+57
COHR icon
915
Coherent
COHR
$81B
$7.86K ﹤0.01%
33
+11
CPER icon
916
United States Copper Index Fund
CPER
$767M
$7.82K ﹤0.01%
227
ONTO icon
917
Onto Innovation
ONTO
$16.7B
$7.79K ﹤0.01%
38
+9
D icon
918
Dominion Energy
D
$59.9B
$7.79K ﹤0.01%
126
+13
APTV icon
919
Aptiv
APTV
$14.1B
$7.71K ﹤0.01%
111
-292
RKT icon
920
Rocket Companies
RKT
$39.4B
$7.7K ﹤0.01%
540
+536
CZR icon
921
Caesars Entertainment
CZR
$6.01B
$7.67K ﹤0.01%
+290
CG icon
922
Carlyle Group
CG
$16.6B
$7.65K ﹤0.01%
158
+105
RDNT icon
923
RadNet
RDNT
$4.49B
$7.6K ﹤0.01%
136
+131
NRG icon
924
NRG Energy
NRG
$27.5B
$7.6K ﹤0.01%
52
+9
WDS icon
925
Woodside Energy
WDS
$39.3B
$7.59K ﹤0.01%
318
+92
35 36
37
38 39