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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
SANM icon
1176
Sanmina
SANM
$13.9B
$2.98K ﹤0.01%
23
+11
NNI icon
1177
Nelnet
NNI
$4.61B
$2.98K ﹤0.01%
23
+11
RDDT icon
1178
Reddit
RDDT
$35B
$2.96K ﹤0.01%
22
-5
NTB icon
1179
Bank of N.T. Butterfield & Son
NTB
$2.32B
$2.94K ﹤0.01%
56
+15
RMD icon
1180
ResMed
RMD
$28B
$2.92K ﹤0.01%
13
+1
LOB icon
1181
Live Oak Bancshares
LOB
$1.77B
$2.88K ﹤0.01%
87
+83
TPC
1182
Tutor Perini Cor
TPC
$4.03B
$2.86K ﹤0.01%
37
+7
JXN icon
1183
Jackson Financial
JXN
$7.65B
$2.85K ﹤0.01%
27
+2
OPRA
1184
Opera Ltd
OPRA
$1.73B
$2.85K ﹤0.01%
200
PTC icon
1185
PTC
PTC
$13.3B
$2.85K ﹤0.01%
20
-145
URNM icon
1186
Sprott Uranium Miners ETF
URNM
$2.1B
$2.84K ﹤0.01%
+45
PAG icon
1187
Penske Automotive Group
PAG
$11.8B
$2.84K ﹤0.01%
19
+3
FCFS icon
1188
FirstCash
FCFS
$9.81B
$2.82K ﹤0.01%
15
+7
GPK icon
1189
Graphic Packaging
GPK
$3.25B
$2.79K ﹤0.01%
281
-2,584
TREE icon
1190
LendingTree
TREE
$519M
$2.79K ﹤0.01%
65
+6
MIDD icon
1191
Middleby
MIDD
$7.39B
$2.79K ﹤0.01%
21
+20
AM icon
1192
Antero Midstream
AM
$10.1B
$2.78K ﹤0.01%
122
+60
NXT icon
1193
Nextpower Inc
NXT
$18.9B
$2.77K ﹤0.01%
23
+12
STLA icon
1194
Stellantis
STLA
$20.4B
$2.77K ﹤0.01%
390
-513
BC icon
1195
Brunswick
BC
$5.34B
$2.77K ﹤0.01%
38
+24
SAM icon
1196
Boston Beer
SAM
$1.9B
$2.77K ﹤0.01%
+12
FAF icon
1197
First American
FAF
$6.76B
$2.71K ﹤0.01%
45
-398
GSY icon
1198
Invesco Ultra Short Duration ETF
GSY
$3.55B
$2.71K ﹤0.01%
54
XLP icon
1199
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$2.71K ﹤0.01%
33
BYLD icon
1200
iShares Yield Optimized Bond ETF
BYLD
$452M
$2.7K ﹤0.01%
120
46 47
48
49 50