SIC

SJS Investment Consulting Portfolio holdings

AUM $731M
1-Year Est. Return 12.87%
This Quarter Est. Return
1 Year Est. Return
+12.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$630M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,692
New
Increased
Reduced
Closed

Top Sells

1 +$10.5M
2 +$2.45M
3 +$1.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$848K
5
AMZN icon
Amazon
AMZN
+$761K

Sector Composition

1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AFRM icon
901
Affirm
AFRM
$23.3B
$899 ﹤0.01%
13
-9
IDCC icon
902
InterDigital
IDCC
$8.97B
$897 ﹤0.01%
4
-3
UCO icon
903
ProShares Ultra Bloomberg Crude Oil
UCO
$337M
$897 ﹤0.01%
40
JHG icon
904
Janus Henderson
JHG
$6.68B
$894 ﹤0.01%
23
-11
ATGE icon
905
Adtalem Global Education
ATGE
$3.5B
$891 ﹤0.01%
7
-4
AXTA icon
906
Axalta
AXTA
$6.17B
$891 ﹤0.01%
30
-19
SN icon
907
SharkNinja
SN
$12.4B
$891 ﹤0.01%
9
-4
CMC icon
908
Commercial Metals
CMC
$6.54B
$881 ﹤0.01%
18
-14
FVRR icon
909
Fiverr
FVRR
$805M
$880 ﹤0.01%
30
HRB icon
910
H&R Block
HRB
$5.6B
$879 ﹤0.01%
16
-11
PCG icon
911
PG&E
PCG
$36.2B
$879 ﹤0.01%
63
-42
AKAM icon
912
Akamai
AKAM
$12.5B
$878 ﹤0.01%
11
-4
CNX icon
913
CNX Resources
CNX
$4.96B
$876 ﹤0.01%
26
-29
GTES icon
914
Gates Industrial
GTES
$5.7B
$876 ﹤0.01%
38
-18
POOL icon
915
Pool Corp
POOL
$9.03B
$875 ﹤0.01%
3
-4
GPI icon
916
Group 1 Automotive
GPI
$4.73B
$874 ﹤0.01%
2
-3
WBS icon
917
Webster Financial
WBS
$9.1B
$874 ﹤0.01%
16
-15
BWA icon
918
BorgWarner
BWA
$9.58B
$871 ﹤0.01%
26
+14
LVS icon
919
Las Vegas Sands
LVS
$44.2B
$871 ﹤0.01%
20
+3
MIDD icon
920
Middleby
MIDD
$5.95B
$864 ﹤0.01%
6
-6
PSN icon
921
Parsons
PSN
$8.8B
$862 ﹤0.01%
12
-9
TM icon
922
Toyota
TM
$266B
$862 ﹤0.01%
5
BHF icon
923
Brighthouse Financial
BHF
$3.76B
$861 ﹤0.01%
16
-8
DOCU icon
924
DocuSign
DOCU
$13.6B
$858 ﹤0.01%
11
-2
CLX icon
925
Clorox
CLX
$12.6B
$854 ﹤0.01%
7
-13