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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
AAON icon
1476
Aaon
AAON
$10.8B
$993 ﹤0.01%
12
+7
ACI icon
1477
Albertsons Companies
ACI
$7.35B
$989 ﹤0.01%
58
-2
POST icon
1478
Post Holdings
POST
$4.19B
$989 ﹤0.01%
10
+3
MGNI icon
1479
Magnite
MGNI
$2.4B
$987 ﹤0.01%
83
+75
CRVL icon
1480
CorVel
CRVL
$2.99B
$984 ﹤0.01%
18
+12
TENB icon
1481
Tenable Holdings
TENB
$3.06B
$982 ﹤0.01%
58
+56
SBRA icon
1482
Sabra Healthcare REIT
SBRA
$4.69B
$981 ﹤0.01%
51
RVMD icon
1483
Revolution Medicines
RVMD
$34B
$973 ﹤0.01%
10
+3
SFNC icon
1484
Simmons First National
SFNC
$3.19B
$973 ﹤0.01%
50
+27
HALO icon
1485
Halozyme
HALO
$8.45B
$970 ﹤0.01%
15
-15
MC icon
1486
Moelis & Co
MC
$5.14B
$969 ﹤0.01%
17
+14
GRBK icon
1487
Green Brick Partners
GRBK
$3.11B
$968 ﹤0.01%
15
+4
QLYS icon
1488
Qualys
QLYS
$4.04B
$967 ﹤0.01%
11
+4
BOH icon
1489
Bank of Hawaii
BOH
$3.12B
$966 ﹤0.01%
13
+3
PFSI icon
1490
PennyMac Financial
PFSI
$4.28B
$962 ﹤0.01%
11
+4
ASO icon
1491
Academy Sports + Outdoors
ASO
$3.05B
$960 ﹤0.01%
17
+6
MMI icon
1492
Marcus & Millichap
MMI
$1.11B
$958 ﹤0.01%
+36
HYT icon
1493
BlackRock Corporate High Yield Fund
HYT
$1.39B
$952 ﹤0.01%
112
+12
RIOT icon
1494
Riot Platforms
RIOT
$10.4B
$952 ﹤0.01%
77
+65
Z icon
1495
Zillow
Z
$7.4B
$952 ﹤0.01%
23
-6
HCSG icon
1496
Healthcare Services Group
HCSG
$1.53B
$947 ﹤0.01%
51
+13
IBOC icon
1497
International Bancshares
IBOC
$4.67B
$943 ﹤0.01%
14
+4
CNS icon
1498
Cohen & Steers
CNS
$3.96B
$939 ﹤0.01%
15
+13
WOR icon
1499
Worthington Enterprises
WOR
$2.95B
$939 ﹤0.01%
18
+2
STWD icon
1500
Starwood Property Trust
STWD
$6.24B
$936 ﹤0.01%
54
+3
58 59
60
61 62