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
1551
$60 ﹤0.01%
2
1552
$60 ﹤0.01%
1
-3
1553
$59 ﹤0.01%
2
-7
1554
$57 ﹤0.01%
4
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$56 ﹤0.01%
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-2
1556
$56 ﹤0.01%
3
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$55 ﹤0.01%
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$54 ﹤0.01%
2
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$52 ﹤0.01%
3
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$51 ﹤0.01%
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+4
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+2
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+3
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$41 ﹤0.01%
1
1573
$40 ﹤0.01%
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$40 ﹤0.01%
3
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$40 ﹤0.01%
5
61 62
63
64 65