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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
MNDY icon
1026
monday.com
MNDY
$3.95B
$5.32K ﹤0.01%
77
+74
HBAN icon
1027
Huntington Bancshares
HBAN
$34.9B
$5.31K ﹤0.01%
339
+95
SJM icon
1028
J.M. Smucker
SJM
$12.4B
$5.3K ﹤0.01%
55
+48
APO icon
1029
Apollo Global Management
APO
$78.5B
$5.24K ﹤0.01%
47
+15
BLKB icon
1030
Blackbaud
BLKB
$1.27B
$5.21K ﹤0.01%
135
-17
MSEX icon
1031
Middlesex Water
MSEX
$982M
$5.21K ﹤0.01%
100
CBRE icon
1032
CBRE Group
CBRE
$39.3B
$5.15K ﹤0.01%
38
+8
MMM icon
1033
3M
MMM
$82.5B
$5.08K ﹤0.01%
35
-82
ESS icon
1034
Essex Property Trust
ESS
$18.1B
$5.08K ﹤0.01%
21
-185
FHN icon
1035
First Horizon
FHN
$11.7B
$5.07K ﹤0.01%
223
+176
VRTL
1036
GraniteShares 2x Long VRT Daily ETF
VRTL
$75.5M
$5.07K ﹤0.01%
+50
WAT icon
1037
Waters Corp
WAT
$35.1B
$5.06K ﹤0.01%
17
+7
SPHR icon
1038
Sphere Entertainment
SPHR
$5.53B
$5.05K ﹤0.01%
43
+40
EQT icon
1039
EQT Corp
EQT
$31.7B
$5.03K ﹤0.01%
79
-197
CVLT icon
1040
Commault Systems
CVLT
$5.25B
$4.99K ﹤0.01%
64
+62
UHAL icon
1041
U-Haul Holding Co
UHAL
$11.8B
$4.92K ﹤0.01%
103
+3
BAH icon
1042
Booz Allen Hamilton
BAH
$8.94B
$4.92K ﹤0.01%
63
-161
CACI icon
1043
CACI
CACI
$11.2B
$4.89K ﹤0.01%
9
+2
XYZ
1044
Block Inc
XYZ
$44.3B
$4.88K ﹤0.01%
81
+1
COKE icon
1045
Coca-Cola Consolidated
COKE
$12.3B
$4.79K ﹤0.01%
25
-36
ROIV icon
1046
Roivant Sciences
ROIV
$21.6B
$4.79K ﹤0.01%
173
-157
SNPS icon
1047
Synopsys
SNPS
$87B
$4.76K ﹤0.01%
12
+6
REXR icon
1048
Rexford Industrial Realty
REXR
$7.85B
$4.75K ﹤0.01%
+145
MFC icon
1049
Manulife Financial
MFC
$67.9B
$4.72K ﹤0.01%
137
+59
PHG icon
1050
Philips
PHG
$25.9B
$4.71K ﹤0.01%
172
+5
40 41
42
43 44