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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
FNV icon
951
Franco-Nevada
FNV
$42.9B
$6.92K ﹤0.01%
28
-16
KVUE icon
952
Kenvue
KVUE
$35B
$6.91K ﹤0.01%
401
+269
SHAK icon
953
Shake Shack
SHAK
$2.36B
$6.9K ﹤0.01%
78
+77
HIG icon
954
Hartford Financial Services
HIG
$35.6B
$6.9K ﹤0.01%
51
+9
BBVA icon
955
Banco Bilbao Vizcaya Argentaria
BBVA
$132B
$6.89K ﹤0.01%
318
FFTY icon
956
CapForce IBD 50 ETF
FFTY
$89.3M
$6.85K ﹤0.01%
205
HR icon
957
Healthcare Realty
HR
$7.11B
$6.85K ﹤0.01%
+403
VHT icon
958
Vanguard Health Care ETF
VHT
$16.9B
$6.81K ﹤0.01%
25
OGS icon
959
ONE Gas
OGS
$4.86B
$6.8K ﹤0.01%
79
+74
ESLT icon
960
Elbit Systems
ESLT
$38.2B
$6.79K ﹤0.01%
+8
THO icon
961
Thor Industries
THO
$3.96B
$6.79K ﹤0.01%
85
-17
WSM icon
962
Williams-Sonoma
WSM
$26.3B
$6.75K ﹤0.01%
37
+7
WMG icon
963
Warner Music
WMG
$14.9B
$6.72K ﹤0.01%
263
+239
PAYC icon
964
Paycom
PAYC
$6.28B
$6.68K ﹤0.01%
55
-234
SN icon
965
SharkNinja
SN
$18.8B
$6.67K ﹤0.01%
63
+10
ETSY icon
966
Etsy
ETSY
$6.85B
$6.65K ﹤0.01%
133
-164
VSAT icon
967
Viasat
VSAT
$9B
$6.64K ﹤0.01%
145
+138
STRA icon
968
Strategic Education
STRA
$1.67B
$6.55K ﹤0.01%
79
+11
RKLB icon
969
Rocket Lab Corp
RKLB
$68.3B
$6.55K ﹤0.01%
102
-793
RNR icon
970
RenaissanceRe
RNR
$12.7B
$6.54K ﹤0.01%
22
+3
SWK icon
971
Stanley Black & Decker
SWK
$13.2B
$6.54K ﹤0.01%
92
+81
BEP icon
972
Brookfield Renewable
BEP
$10.5B
$6.53K ﹤0.01%
200
SIRI icon
973
SiriusXM
SIRI
$9.24B
$6.51K ﹤0.01%
282
+265
EW icon
974
Edwards Lifesciences
EW
$49.7B
$6.49K ﹤0.01%
81
-11
EMBJ
975
Embraer S.A. ADS
EMBJ
$10.9B
$6.47K ﹤0.01%
109
-263
37 38
39
40 41