SIC
SJS Investment Consulting Portfolio holdings
AUM
$630M
1-Year Est. Return
12.23%
1 Year Est. Return
+12.23%
AUM
$630M
AUM Growth
+$44M
(+7.5%)
Holding
1,692
Top Buys
| 1 | +$10.7M | |
| 2 | +$6.65M | |
| 3 | +$1.71M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$1.24M |
| 5 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$1.18M |
Top Sells
| 1 | +$10.5M | |
| 2 | +$2.45M | |
| 3 | +$1.43M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$848K |
| 5 |
Amazon
AMZN
|
+$761K |
Sector Composition
| 1 | Technology | 4.22% |
| 2 | Consumer Staples | 3.18% |
| 3 | Healthcare | 2.88% |
| 4 | Financials | 2.16% |
| 5 | Consumer Discretionary | 1.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1676
Vale
VALE
$47.4B
| – | – |
-201
|
|
||
1677
Verint Systems
VRNT
$1.22B
| – | – |
-6
|
|
||
1678
Virtus Investment Partners
VRTS
$1.24B
| – | – |
-1
|
|
||
1679
Vishay Intertechnology
VSH
$2.29B
| – | – |
-30
|
|
||
1680
VistaGen Therapeutics
VTGN
$124M
| – | – |
-100
|
|
||
1681
Wayfair
W
$10.8B
| – | – |
-1
|
|
||
1682
Weibo
WB
$2.74B
| – | – |
-100
|
|
||
1683
Wendy's
WEN
$1.69B
| – | – |
-30
|
|
||
1684
Whirlpool
WHR
$4.04B
| – | – |
-2
|
|
||
1685
Westlake Corp
WLK
$9.75B
| – | – |
-9
|
|
||
|
X
1686
DELISTED
US Steel
X
| – | – |
-38
|
|
||
1687
SPDR S&P Biotech ETF
XBI
$6.24B
| – | – |
-22
|
|
||
1688
Energy Select Sector SPDR Fund
XLE
$25.8B
| – | – |
-249
|
|
||
1689
Yum China
YUMC
$15.7B
| – | – |
-4,320
|
|
||
1690
Astrana Health
ASTH
$1.47B
| – | – |
-10
|
|
||
1691
NextTrip
NTRP
$23.5M
| – | – |
-1
|
|
||
1692
Hafnia
HAFN
$2.92B
| – | – |
-25,974
|
|