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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
SRE icon
926
Sempra
SRE
$60.1B
$7.58K ﹤0.01%
78
+36
O icon
927
Realty Income
O
$57.9B
$7.53K ﹤0.01%
+123
GT icon
928
Goodyear
GT
$1.89B
$7.48K ﹤0.01%
1,128
-303
DEO icon
929
Diageo
DEO
$44.6B
$7.45K ﹤0.01%
100
-60
ROP icon
930
Roper Technologies
ROP
$33.5B
$7.43K ﹤0.01%
21
+11
MGA icon
931
Magna International
MGA
$18.3B
$7.42K ﹤0.01%
133
+52
ELF icon
932
e.l.f. Beauty
ELF
$3.8B
$7.39K ﹤0.01%
122
+121
HTGC icon
933
Hercules Capital
HTGC
$2.9B
$7.38K ﹤0.01%
500
HUBB icon
934
Hubbell
HUBB
$25.9B
$7.36K ﹤0.01%
15
+5
CCC
935
CCC Intelligent Solutions
CCC
$2.72B
$7.34K ﹤0.01%
+1,224
STNG icon
936
Scorpio Tankers
STNG
$3.92B
$7.32K ﹤0.01%
98
+89
WCN
937
Waste Connections
WCN
$39.4B
$7.31K ﹤0.01%
45
-112
TY icon
938
TRI-Continental Corp
TY
$1.91B
$7.3K ﹤0.01%
231
VFH icon
939
Vanguard Financials ETF
VFH
$12.8B
$7.25K ﹤0.01%
60
VXF icon
940
Vanguard Extended Market ETF
VXF
$30.7B
$7.2K ﹤0.01%
35
+15
EQH icon
941
Equitable Holdings
EQH
$12.7B
$7.13K ﹤0.01%
192
+114
CHRD icon
942
Chord Energy
CHRD
$7.18B
$7.11K ﹤0.01%
50
+48
WY icon
943
Weyerhaeuser
WY
$17.8B
$7.06K ﹤0.01%
289
+189
KD icon
944
Kyndryl
KD
$2.54B
$7.02K ﹤0.01%
535
-410
NWL icon
945
Newell Brands
NWL
$2.02B
$7K ﹤0.01%
2,040
+449
NWSA icon
946
News Corp Class A
NWSA
$14B
$6.98K ﹤0.01%
280
-112
GL icon
947
Globe Life
GL
$13B
$6.96K ﹤0.01%
50
+38
HIMS icon
948
Hims & Hers Health
HIMS
$6.98B
$6.96K ﹤0.01%
+335
TDG icon
949
TransDigm Group
TDG
$71.4B
$6.95K ﹤0.01%
6
-2
WTTR icon
950
Select Water Solutions
WTTR
$2.3B
$6.93K ﹤0.01%
+453
36 37
38
39 40