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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
KMT icon
1676
Kennametal
KMT
$2.71B
$579 ﹤0.01%
16
+9
MTRN icon
1677
Materion
MTRN
$5.24B
$579 ﹤0.01%
4
+2
NTLA icon
1678
Intellia Therapeutics
NTLA
$2.08B
$578 ﹤0.01%
45
+20
OXM icon
1679
Oxford Industries
OXM
$550M
$578 ﹤0.01%
+15
CBL
1680
CBL Properties
CBL
$1.48B
$577 ﹤0.01%
15
+2
CWK icon
1681
Cushman & Wakefield Ltd
CWK
$3.14B
$577 ﹤0.01%
47
+17
BMBL icon
1682
Bumble
BMBL
$383M
$571 ﹤0.01%
175
+152
SEZL
1683
Sezzle
SEZL
$4.91B
$571 ﹤0.01%
9
+2
BUR icon
1684
Burford Capital
BUR
$977M
$570 ﹤0.01%
126
+40
BY icon
1685
Byline Bancorp
BY
$1.59B
$569 ﹤0.01%
18
+5
IWN icon
1686
iShares Russell 2000 Value ETF
IWN
$14.2B
$569 ﹤0.01%
+3
ATMU icon
1687
Atmus Filtration Technologies
ATMU
$4.09B
$568 ﹤0.01%
10
+4
NSP icon
1688
Insperity
NSP
$1.38B
$568 ﹤0.01%
21
-26
CLDT
1689
Chatham Lodging
CLDT
$594M
$567 ﹤0.01%
72
+16
INTA icon
1690
Intapp
INTA
$1.78B
$566 ﹤0.01%
22
+3
RNGR icon
1691
Ranger Energy Services
RNGR
$370M
$566 ﹤0.01%
33
+3
TFSL icon
1692
TFS Financial
TFSL
$4.63B
$562 ﹤0.01%
40
+22
GNW icon
1693
Genworth Financial
GNW
$3.39B
$561 ﹤0.01%
69
-27
ESP icon
1694
Espey Mfg & Electronics Corp
ESP
$179M
$560 ﹤0.01%
10
-1
DXPE icon
1695
DXP Enterprises
DXPE
$2.61B
$559 ﹤0.01%
4
-1
BROS icon
1696
Dutch Bros
BROS
$9.12B
$558 ﹤0.01%
11
+4
SPSC icon
1697
SPS Commerce
SPSC
$2.03B
$557 ﹤0.01%
10
+7
BKH icon
1698
Black Hills Corp
BKH
$5.62B
$556 ﹤0.01%
8
+3
GHM icon
1699
Graham Corp
GHM
$1.26B
$553 ﹤0.01%
7
-1
MMSI icon
1700
Merit Medical Systems
MMSI
$3.99B
$552 ﹤0.01%
8
+4
66 67
68
69 70