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
951
$1.16K ﹤0.01%
24
+3
952
$1.16K ﹤0.01%
12
+1
953
$1.16K ﹤0.01%
34
954
$1.15K ﹤0.01%
32
+3
955
$1.15K ﹤0.01%
16
956
$1.15K ﹤0.01%
15
-2
957
$1.14K ﹤0.01%
9
+2
958
$1.13K ﹤0.01%
38
959
$1.13K ﹤0.01%
2
960
$1.13K ﹤0.01%
40
+5
961
$1.13K ﹤0.01%
8
962
$1.11K ﹤0.01%
113
963
$1.11K ﹤0.01%
14
964
$1.11K ﹤0.01%
11
+2
965
$1.11K ﹤0.01%
8
+7
966
$1.1K ﹤0.01%
5
+2
967
$1.1K ﹤0.01%
15
968
$1.1K ﹤0.01%
132
+116
969
$1.1K ﹤0.01%
21
+3
970
$1.09K ﹤0.01%
12
+1
971
$1.09K ﹤0.01%
48
972
$1.08K ﹤0.01%
+110
973
$1.08K ﹤0.01%
13
974
$1.08K ﹤0.01%
40
975
$1.07K ﹤0.01%
16
37 38
39
40 41