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
1426
$235 ﹤0.01%
13
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1427
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-7
1428
$234 ﹤0.01%
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1429
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$232 ﹤0.01%
3
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$230 ﹤0.01%
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-3
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$227 ﹤0.01%
2
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$213 ﹤0.01%
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+3
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$208 ﹤0.01%
6
-2
1447
$205 ﹤0.01%
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$202 ﹤0.01%
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1449
$200 ﹤0.01%
6
1450
$198 ﹤0.01%
2
56 57
58
59 60