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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
BCO icon
1201
Brink's
BCO
$4.14B
$2.69K ﹤0.01%
26
-11
PSO icon
1202
Pearson
PSO
$9.16B
$2.68K ﹤0.01%
204
+31
BDX icon
1203
Becton Dickinson
BDX
$40.1B
$2.67K ﹤0.01%
17
-22
DUOL icon
1204
Duolingo
DUOL
$5.92B
$2.66K ﹤0.01%
27
-43
LNT icon
1205
Alliant Energy
LNT
$19B
$2.66K ﹤0.01%
37
+2
MOG.A icon
1206
Moog Inc Class A
MOG.A
$12.6B
$2.63K ﹤0.01%
9
+4
EXR icon
1207
Extra Space Storage
EXR
$31B
$2.62K ﹤0.01%
20
ZBH icon
1208
Zimmer Biomet
ZBH
$17.1B
$2.62K ﹤0.01%
29
+7
FTV icon
1209
Fortive
FTV
$18.4B
$2.6K ﹤0.01%
47
+9
GTX icon
1210
Garrett Motion
GTX
$6.39B
$2.59K ﹤0.01%
143
-27
AEO icon
1211
American Eagle Outfitters
AEO
$3.09B
$2.59K ﹤0.01%
155
+104
UP icon
1212
Wheels Up
UP
$301M
$2.58K ﹤0.01%
+250
BAM icon
1213
Brookfield Asset Management
BAM
$76.9B
$2.58K ﹤0.01%
58
+53
SFD
1214
Smithfield Foods
SFD
$10.2B
$2.57K ﹤0.01%
+92
WLK icon
1215
Westlake Corp
WLK
$11.2B
$2.57K ﹤0.01%
+22
LKQ icon
1216
LKQ Corp
LKQ
$6.66B
$2.56K ﹤0.01%
87
+69
BKE icon
1217
Buckle
BKE
$2.27B
$2.52K ﹤0.01%
50
+45
AQN icon
1218
Algonquin Power & Utilities
AQN
$4.62B
$2.46K ﹤0.01%
400
CWT icon
1219
California Water Service
CWT
$2.72B
$2.45K ﹤0.01%
54
+51
DRIV icon
1220
Global X Autonomous & Electric Vehicles ETF
DRIV
$464M
$2.44K ﹤0.01%
80
WRLD icon
1221
World Acceptance Corp
WRLD
$803M
$2.43K ﹤0.01%
18
+12
IBKR icon
1222
Interactive Brokers
IBKR
$41.3B
$2.42K ﹤0.01%
36
+18
DASH icon
1223
DoorDash
DASH
$73.2B
$2.4K ﹤0.01%
16
-9
SPXC icon
1224
SPX Corp
SPXC
$11.9B
$2.4K ﹤0.01%
12
+6
PFGC icon
1225
Performance Food Group
PFGC
$16.4B
$2.4K ﹤0.01%
28
+12
47 48
49
50 51