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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
BF.B icon
1001
Brown-Forman Class B
BF.B
$12.4B
$5.71K ﹤0.01%
216
-504
EUAD
1002
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.17B
$5.7K ﹤0.01%
140
INVH icon
1003
Invitation Homes
INVH
$17.3B
$5.69K ﹤0.01%
229
-268
SHLD icon
1004
Global X Defense Tech ETF
SHLD
$7.54B
$5.67K ﹤0.01%
+80
TFC icon
1005
Truist Financial
TFC
$60.4B
$5.66K ﹤0.01%
123
-7
FCNCA icon
1006
First Citizens BancShares
FCNCA
$24B
$5.65K ﹤0.01%
3
+1
TSEM icon
1007
Tower Semiconductor
TSEM
$32.4B
$5.62K ﹤0.01%
+32
CPT icon
1008
Camden Property Trust
CPT
$11.2B
$5.57K ﹤0.01%
57
-413
BUD icon
1009
AB InBev
BUD
$158B
$5.55K ﹤0.01%
80
+62
SITM icon
1010
SiTime
SITM
$19.6B
$5.53K ﹤0.01%
16
-1
PKG icon
1011
Packaging Corp of America
PKG
$20.5B
$5.52K ﹤0.01%
26
+3
TEM
1012
Tempus AI
TEM
$9.39B
$5.52K ﹤0.01%
122
+18
NVO
1013
Novo Nordisk
NVO
$195B
$5.51K ﹤0.01%
150
-171
NPKI
1014
NPK International
NPKI
$1.25B
$5.51K ﹤0.01%
380
+378
KMB icon
1015
Kimberly-Clark
KMB
$34.2B
$5.5K ﹤0.01%
57
+42
DLTR icon
1016
Dollar Tree
DLTR
$21.7B
$5.48K ﹤0.01%
50
+18
UL icon
1017
Unilever
UL
$127B
$5.47K ﹤0.01%
96
+45
NAT icon
1018
Nordic American Tanker
NAT
$1.15B
$5.44K ﹤0.01%
+928
BLCN icon
1019
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$37.7M
$5.44K ﹤0.01%
259
SPG icon
1020
Simon Property Group
SPG
$69.9B
$5.43K ﹤0.01%
29
+17
EYE icon
1021
National Vision
EYE
$1.44B
$5.41K ﹤0.01%
+209
TIP icon
1022
iShares TIPS Bond ETF
TIP
$14.9B
$5.41K ﹤0.01%
49
-4
DINO icon
1023
HF Sinclair
DINO
$12.1B
$5.37K ﹤0.01%
86
+65
HAYW icon
1024
Hayward Holdings
HAYW
$3.16B
$5.37K ﹤0.01%
401
-25
HYG icon
1025
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.2B
$5.33K ﹤0.01%
67
39 40
41
42 43