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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
GS icon
151
Goldman Sachs
GS
$314B
$207K 0.03%
245
+122
IJR icon
152
iShares Core S&P Small-Cap ETF
IJR
$107B
$200K 0.02%
1,607
MRK icon
153
Merck
MRK
$294B
$198K 0.02%
1,643
-514
FCX icon
154
Freeport-McMoran
FCX
$98.3B
$197K 0.02%
3,354
+2,294
FITB
155
Fifth Third Bancorp
FITB
$49.6B
$194K 0.02%
4,185
+37
INTC icon
156
Intel
INTC
$626B
$187K 0.02%
4,235
+2,459
KEY icon
157
KeyCorp
KEY
$24.5B
$187K 0.02%
9,314
+91
TXN icon
158
Texas Instruments
TXN
$274B
$178K 0.02%
915
-6
TJX icon
159
TJX Companies
TJX
$186B
$174K 0.02%
1,091
+368
BMY icon
160
Bristol-Myers Squibb
BMY
$117B
$173K 0.02%
2,845
+739
BITO icon
161
ProShares Bitcoin Strategy ETF
BITO
$1.49B
$172K 0.02%
+18,480
PRF icon
162
Invesco FTSE RAFI US 1000 ETF
PRF
$9.68B
$172K 0.02%
3,610
+925
NHI icon
163
National Health Investors
NHI
$3.49B
$170K 0.02%
2,101
IWR icon
164
iShares Russell Mid-Cap ETF
IWR
$55.6B
$162K 0.02%
1,663
+638
XLV icon
165
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$161K 0.02%
1,096
-28
TGT icon
166
Target
TGT
$61.4B
$160K 0.02%
1,323
-255
DE icon
167
Deere & Co
DE
$156B
$156K 0.02%
277
-182
NOBL icon
168
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$154K 0.02%
2,900
+500
EME icon
169
Emcor
EME
$36.6B
$154K 0.02%
208
+62
SPSB icon
170
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$153K 0.02%
5,099
+1,070
JAZZ icon
171
Jazz Pharmaceuticals
JAZZ
$14.5B
$150K 0.02%
795
+38
MCK icon
172
McKesson
MCK
$94.2B
$149K 0.02%
172
+12
IEFA icon
173
iShares Core MSCI EAFE ETF
IEFA
$186B
$145K 0.02%
1,603
-251
XLF icon
174
State Street Financial Select Sector SPDR ETF
XLF
$50B
$145K 0.02%
2,936
-159
PCG icon
175
PG&E
PCG
$37.3B
$144K 0.02%
8,211
+2,355
5 6
7
8 9