We are live on ! Find out more
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
SAFT icon
1301
Safety Insurance
SAFT
$1.05B
$1.82K ﹤0.01%
25
+9
IDCC icon
1302
InterDigital
IDCC
$7.47B
$1.81K ﹤0.01%
6
+2
UXRP
1303
Proshares Ultra XRP ETF
UXRP
$40.8M
$1.81K ﹤0.01%
98
+79
ACIW icon
1304
ACI Worldwide
ACIW
$4.55B
$1.8K ﹤0.01%
44
+26
ADPT icon
1305
Adaptive Biotechnologies
ADPT
$2.79B
$1.78K ﹤0.01%
128
TTAN
1306
ServiceTitan Inc
TTAN
$6.56B
$1.78K ﹤0.01%
+28
MLAB icon
1307
Mesa Laboratories
MLAB
$575M
$1.77K ﹤0.01%
20
+18
BE icon
1308
Bloom Energy
BE
$78.1B
$1.76K ﹤0.01%
13
+5
WTS icon
1309
Watts Water Technologies
WTS
$11.1B
$1.74K ﹤0.01%
6
+3
PLAB icon
1310
Photronics
PLAB
$1.93B
$1.74K ﹤0.01%
43
+23
VTOL icon
1311
Bristow Group
VTOL
$1.28B
$1.74K ﹤0.01%
37
+23
H icon
1312
Hyatt Hotels
H
$18.7B
$1.73K ﹤0.01%
12
+3
RRC icon
1313
Range Resources
RRC
$8.83B
$1.72K ﹤0.01%
38
+8
IX icon
1314
ORIX
IX
$41.2B
$1.71K ﹤0.01%
57
+15
ETHE
1315
Grayscale Ethereum Staking ETF Shares
ETHE
$1.48B
$1.71K ﹤0.01%
100
CPNG icon
1316
Coupang
CPNG
$30.7B
$1.7K ﹤0.01%
90
+32
DAN icon
1317
Dana Inc
DAN
$3.17B
$1.68K ﹤0.01%
50
+25
CHD icon
1318
Church & Dwight Co
CHD
$23.3B
$1.68K ﹤0.01%
18
+5
AVGE icon
1319
Avantis All Equity Markets ETF
AVGE
$1.02B
$1.67K ﹤0.01%
19
WABC icon
1320
Westamerica Bancorp
WABC
$1.35B
$1.67K ﹤0.01%
32
+12
SPXL icon
1321
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.64B
$1.67K ﹤0.01%
9
CROX icon
1322
Crocs
CROX
$6.27B
$1.66K ﹤0.01%
20
-7
BLBD icon
1323
Blue Bird Corp
BLBD
$2.31B
$1.65K ﹤0.01%
29
+19
URBN icon
1324
Urban Outfitters
URBN
$6.59B
$1.65K ﹤0.01%
26
+8
WD icon
1325
Walker & Dunlop
WD
$1.76B
$1.64K ﹤0.01%
+37