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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
NVS icon
126
Novartis
NVS
$292B
$258K 0.03%
1,692
-11
ELV icon
127
Elevance Health
ELV
$87.7B
$254K 0.03%
868
+166
IWM icon
128
iShares Russell 2000 ETF
IWM
$80.9B
$251K 0.03%
1,014
+45
SYK icon
129
Stryker
SYK
$120B
$250K 0.03%
762
+61
XLY icon
130
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$250K 0.03%
2,292
-46
BSCQ icon
131
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.8B
$249K 0.03%
+12,775
DTM icon
132
DT Midstream
DTM
$14.5B
$249K 0.03%
1,846
+3
AFL icon
133
Aflac
AFL
$60B
$246K 0.03%
2,243
+31
VEEV icon
134
Veeva Systems
VEEV
$25.9B
$244K 0.03%
1,388
+318
FCN icon
135
FTI Consulting
FCN
$4.78B
$240K 0.03%
1,358
+68
VEA icon
136
Vanguard FTSE Developed Markets ETF
VEA
$230B
$237K 0.03%
3,692
+124
VUSB icon
137
Vanguard Ultra-Short Bond ETF
VUSB
$8.8B
$233K 0.03%
4,677
+457
AMGN icon
138
Amgen
AMGN
$192B
$232K 0.03%
659
-100
VSS icon
139
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.6B
$228K 0.03%
1,562
-30
GD icon
140
General Dynamics
GD
$97.4B
$227K 0.03%
660
+33
IRM icon
141
Iron Mountain
IRM
$37.9B
$227K 0.03%
2,218
+125
LOW icon
142
Lowe's Companies
LOW
$124B
$225K 0.03%
953
-1,855
SCHB icon
143
Schwab US Broad Market ETF
SCHB
$42.6B
$220K 0.03%
8,766
+6
SCZ icon
144
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.6B
$218K 0.03%
2,782
+502
APH icon
145
Amphenol
APH
$189B
$214K 0.03%
1,697
+394
HROW icon
146
Harrow
HROW
$1.4B
$214K 0.03%
6,073
ACN icon
147
Accenture
ACN
$105B
$214K 0.03%
1,077
-164
VTEI icon
148
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.46B
$212K 0.03%
2,120
ORCL icon
149
Oracle
ORCL
$530B
$212K 0.03%
1,439
-2,308
DFAT icon
150
Dimensional US Targeted Value ETF
DFAT
$14.4B
$208K 0.03%
3,336
4 5
6
7 8