SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$790M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,160
New
Increased
Reduced
Closed

Top Buys

1 +$6.39M
2 +$4.77M
3 +$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

1 +$873K
2 +$372K
3 +$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
Healthpeak Properties
DOC
+$190K

Sector Composition

1 Technology 5.65%
2 Healthcare 3.61%
3 Consumer Staples 2.82%
4 Financials 2.32%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FOX icon
1076
Fox Class B
FOX
$22.4B
$2.73K ﹤0.01%
42
+20
GSY icon
1077
Invesco Ultra Short Duration ETF
GSY
$3.46B
$2.71K ﹤0.01%
+54
IR icon
1078
Ingersoll Rand
IR
$32.9B
$2.69K ﹤0.01%
34
+16
JXN icon
1079
Jackson Financial
JXN
$7.34B
$2.67K ﹤0.01%
25
+13
KYMR icon
1080
Kymera Therapeutics
KYMR
$6.63B
$2.65K ﹤0.01%
34
+33
FUTU icon
1081
Futu Holdings
FUTU
$20.5B
$2.63K ﹤0.01%
+16
ARM icon
1082
Arm
ARM
$135B
$2.62K ﹤0.01%
24
AFRM icon
1083
Affirm
AFRM
$15.8B
$2.61K ﹤0.01%
35
+22
PSKY
1084
Paramount Skydance Corp
PSKY
$10.3B
$2.61K ﹤0.01%
195
+1
EXR icon
1085
Extra Space Storage
EXR
$29.2B
$2.6K ﹤0.01%
+20
AIQ icon
1086
Global X Artificial Intelligence & Technology ETF
AIQ
$7.71B
$2.6K ﹤0.01%
51
TDUP icon
1087
ThredUp
TDUP
$447M
$2.6K ﹤0.01%
+406
TPL icon
1088
Texas Pacific Land
TPL
$36.5B
$2.59K ﹤0.01%
9
+3
XPO icon
1089
XPO
XPO
$22.1B
$2.58K ﹤0.01%
19
+8
LEN icon
1090
Lennar Class A
LEN
$24B
$2.57K ﹤0.01%
25
+12
XLP icon
1091
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.6B
$2.56K ﹤0.01%
33
TFX icon
1092
Teleflex
TFX
$4.82B
$2.56K ﹤0.01%
+21
HHH icon
1093
Howard Hughes
HHH
$3.86B
$2.55K ﹤0.01%
32
-2
GGG icon
1094
Graco
GGG
$14.3B
$2.54K ﹤0.01%
31
+14
SOLV icon
1095
Solventum
SOLV
$11.9B
$2.54K ﹤0.01%
+32
PAG icon
1096
Penske Automotive Group
PAG
$9.55B
$2.53K ﹤0.01%
16
+9
PII icon
1097
Polaris
PII
$3.03B
$2.53K ﹤0.01%
+40
ADM icon
1098
Archer Daniels Midland
ADM
$34.7B
$2.53K ﹤0.01%
44
+31
SEI
1099
Solaris Energy Infrastructure
SEI
$3.36B
$2.53K ﹤0.01%
+55
FMS icon
1100
Fresenius Medical Care
FMS
$12.9B
$2.52K ﹤0.01%
+106