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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
AKAM icon
1051
Akamai
AKAM
$19.5B
$4.71K ﹤0.01%
41
+7
E icon
1052
ENI
E
$75.1B
$4.7K ﹤0.01%
83
+28
FN icon
1053
Fabrinet
FN
$22.8B
$4.69K ﹤0.01%
9
+5
IOT icon
1054
Samsara
IOT
$19.5B
$4.69K ﹤0.01%
148
-128
GNRC icon
1055
Generac Holdings
GNRC
$15.9B
$4.69K ﹤0.01%
24
+20
APG icon
1056
APi Group
APG
$18B
$4.66K ﹤0.01%
115
+77
LPG icon
1057
Dorian LPG
LPG
$1.84B
$4.65K ﹤0.01%
+136
VOYA icon
1058
Voya Financial
VOYA
$8.27B
$4.65K ﹤0.01%
68
-240
RJF icon
1059
Raymond James Financial
RJF
$30.2B
$4.63K ﹤0.01%
32
-3
FTA icon
1060
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.33B
$4.62K ﹤0.01%
+50
ESNT icon
1061
Essent Group
ESNT
$5.36B
$4.62K ﹤0.01%
79
+4
ARGT icon
1062
Global X MSCI Argentina ETF
ARGT
$882M
$4.59K ﹤0.01%
49
+27
SLV icon
1063
iShares Silver Trust
SLV
$33.9B
$4.57K ﹤0.01%
67
SW
1064
Smurfit Westrock
SW
$23.3B
$4.5K ﹤0.01%
113
-35
ODFL icon
1065
Old Dominion Freight Line
ODFL
$49.4B
$4.5K ﹤0.01%
23
+13
GEHC icon
1066
GE HealthCare
GEHC
$29.5B
$4.49K ﹤0.01%
63
-155
FHB icon
1067
First Hawaiian
FHB
$3.43B
$4.49K ﹤0.01%
182
+13
AWR icon
1068
American States Water
AWR
$3.04B
$4.46K ﹤0.01%
59
+38
WRB icon
1069
W.R. Berkley
WRB
$25.3B
$4.44K ﹤0.01%
67
-46
SOLV icon
1070
Solventum
SOLV
$13.3B
$4.44K ﹤0.01%
68
+36
IXUS icon
1071
iShares Core MSCI Total International Stock ETF
IXUS
$58.5B
$4.42K ﹤0.01%
51
MDU icon
1072
MDU Resources
MDU
$4.4B
$4.41K ﹤0.01%
213
+19
RGTI icon
1073
Rigetti Computing
RGTI
$7.55B
$4.41K ﹤0.01%
314
-9
RBRK icon
1074
Rubrik
RBRK
$14.4B
$4.41K ﹤0.01%
90
+65
WAY
1075
Waystar Holding Corp
WAY
$3.56B
$4.39K ﹤0.01%
+182
41 42
43
44 45