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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
SNEX icon
1451
StoneX
SNEX
$10.8B
$1.05K ﹤0.01%
13
+4
EFOR
1452
Everforth Inc
EFOR
$855M
$1.05K ﹤0.01%
+27
ZBRA icon
1453
Zebra Technologies
ZBRA
$11.4B
$1.05K ﹤0.01%
5
-11
RSI icon
1454
Rush Street Interactive
RSI
$3.1B
$1.04K ﹤0.01%
48
+11
BKU icon
1455
Bankunited
BKU
$3.5B
$1.04K ﹤0.01%
23
+10
DFIN icon
1456
Donnelley Financial Solutions
DFIN
$995M
$1.04K ﹤0.01%
22
+5
KRYS icon
1457
Krystal Biotech
KRYS
$9.57B
$1.03K ﹤0.01%
4
+1
BANR icon
1458
Banner Corp
BANR
$2.24B
$1.03K ﹤0.01%
17
+14
TPH
1459
DELISTED
Tri Pointe Homes
TPH
$1.03K ﹤0.01%
22
+6
FWRG icon
1460
First Watch Restaurant Group
FWRG
$730M
$1.03K ﹤0.01%
98
+32
TYL icon
1461
Tyler Technologies
TYL
$11.9B
$1.03K ﹤0.01%
3
-2
BTU icon
1462
Peabody Energy
BTU
$3.17B
$1.02K ﹤0.01%
31
+16
ZTR
1463
Virtus Total Return Fund
ZTR
$338M
$1.02K ﹤0.01%
154
PEBO icon
1464
Peoples Bancorp
PEBO
$1.29B
$1.02K ﹤0.01%
31
+1
REZI icon
1465
Resideo Technologies
REZI
$4.79B
$1.01K ﹤0.01%
30
+11
ASR icon
1466
Grupo Aeroportuario del Sureste
ASR
$9.03B
$1.01K ﹤0.01%
3
KFY icon
1467
Korn Ferry
KFY
$3.7B
$1.01K ﹤0.01%
16
+11
PDT
1468
John Hancock Premium Dividend Fund
PDT
$637M
$1.01K ﹤0.01%
77
+6
BOC icon
1469
Boston Omaha
BOC
$417M
$1K ﹤0.01%
+86
NPO icon
1470
Enpro
NPO
$7.43B
$1K ﹤0.01%
4
+1
IDA icon
1471
Idacorp
IDA
$7.92B
$1K ﹤0.01%
7
+2
SCL icon
1472
Stepan Co
SCL
$1.24B
$1K ﹤0.01%
+20
SFIX
1473
Stitch Fix
SFIX
$564M
$1K ﹤0.01%
302
+211
RRBI icon
1474
Red River Bancshares
RRBI
$591M
$995 ﹤0.01%
11
-12
UBSI icon
1475
United Bankshares
UBSI
$6.18B
$995 ﹤0.01%
24
+5
57 58
59
60 61