SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$586M
AUM Growth
+$7.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,696
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$5.21M
3
+$3.13M
4
WSBC icon
WesBanco
WSBC
+$2.66M
5
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$2.31M

Top Sells

1
+$2.55M
2
+$2.21M
3
+$1.94M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$616K
5
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
+$263K

Sector Composition

1 Technology 4.33%
2 Consumer Staples 3.8%
3 Healthcare 3.35%
4 Financials 2.61%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.58K ﹤0.01%
17
+3
827
$1.57K ﹤0.01%
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828
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101
829
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10
830
$1.57K ﹤0.01%
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831
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+3
832
$1.56K ﹤0.01%
9
833
$1.56K ﹤0.01%
27
834
$1.56K ﹤0.01%
15
-1
835
$1.55K ﹤0.01%
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836
$1.54K ﹤0.01%
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837
$1.54K ﹤0.01%
26
-3
838
$1.54K ﹤0.01%
26
839
$1.53K ﹤0.01%
+34
840
$1.52K ﹤0.01%
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-1
841
$1.52K ﹤0.01%
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842
$1.52K ﹤0.01%
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843
$1.52K ﹤0.01%
13
-2
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$1.51K ﹤0.01%
13
845
$1.51K ﹤0.01%
28
846
$1.51K ﹤0.01%
44
+36
847
$1.5K ﹤0.01%
5
848
$1.5K ﹤0.01%
10
849
$1.5K ﹤0.01%
14
850
$1.5K ﹤0.01%
32
-2
32 33
34
35 36