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 +$4.84M
3 +$4.3M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.57M
5
AAPL icon
Apple
AAPL
+$2.52M

Top Sells

1 +$763K
2 +$329K
3 +$249K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$227K
5
DOC icon
Healthpeak Properties
DOC
+$168K

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
ZION icon
1251
Zions Bancorporation
ZION
$8.74B
$1.17K ﹤0.01%
20
-790
BNDX icon
1252
Vanguard Total International Bond ETF
BNDX
$74.7B
$1.16K ﹤0.01%
+24
IBKR icon
1253
Interactive Brokers
IBKR
$33.8B
$1.16K ﹤0.01%
18
+10
NWS icon
1254
News Corp Class B
NWS
$17.1B
$1.16K ﹤0.01%
39
+19
SNDX icon
1255
Syndax Pharmaceuticals
SNDX
$1.74B
$1.16K ﹤0.01%
+55
BUD icon
1256
AB InBev
BUD
$139B
$1.15K ﹤0.01%
+18
CRDO icon
1257
Credo Technology Group
CRDO
$23.4B
$1.15K ﹤0.01%
8
+6
UWMC icon
1258
UWM Holdings
UWMC
$1.31B
$1.15K ﹤0.01%
+263
ERIE icon
1259
Erie Indemnity
ERIE
$14.7B
$1.15K ﹤0.01%
4
+2
MAT icon
1260
Mattel
MAT
$6.4B
$1.13K ﹤0.01%
57
+11
BETA
1261
Beta Technologies Inc
BETA
$5.04B
$1.13K ﹤0.01%
+40
LASR icon
1262
nLIGHT
LASR
$2.38B
$1.13K ﹤0.01%
+30
VISN
1263
Vistance Networks Inc
VISN
$4.12B
$1.13K ﹤0.01%
+62
FHN icon
1264
First Horizon
FHN
$11.9B
$1.12K ﹤0.01%
47
AM icon
1265
Antero Midstream
AM
$8.91B
$1.1K ﹤0.01%
62
TDAY
1266
USA Today Co
TDAY
$861M
$1.1K ﹤0.01%
214
+9
LZ icon
1267
LegalZoom.com
LZ
$1.61B
$1.1K ﹤0.01%
+111
GHC icon
1268
Graham Holdings Company
GHC
$5B
$1.1K ﹤0.01%
1
ACAD icon
1269
Acadia Pharmaceuticals
ACAD
$4.28B
$1.1K ﹤0.01%
41
+32
JKHY icon
1270
Jack Henry & Associates
JKHY
$12.9B
$1.09K ﹤0.01%
6
CHD icon
1271
Church & Dwight Co
CHD
$22.9B
$1.09K ﹤0.01%
13
+3
RARE icon
1272
Ultragenyx Pharmaceutical
RARE
$2.25B
$1.08K ﹤0.01%
+47
KRNT icon
1273
Kornit Digital
KRNT
$588M
$1.08K ﹤0.01%
+75
FDN icon
1274
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.38B
$1.08K ﹤0.01%
4
GIII icon
1275
G-III Apparel Group
GIII
$1.21B
$1.07K ﹤0.01%
+37