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
+$4.78M
3
+$2.98M
4
WSBC icon
WesBanco
WSBC
+$2.46M
5
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$2.29M

Top Sells

1
+$2.55M
2
+$1.96M
3
+$1.94M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$584K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$186K

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
276
$22.5K ﹤0.01%
233
277
$22.4K ﹤0.01%
12
278
$22.2K ﹤0.01%
978
279
$22.2K ﹤0.01%
237
+6
280
$22K ﹤0.01%
200
+158
281
$21.2K ﹤0.01%
132
+4
282
$21.1K ﹤0.01%
424
283
$21.1K ﹤0.01%
213
284
$21K ﹤0.01%
112
+6
285
$20.7K ﹤0.01%
121
-138
286
$20.6K ﹤0.01%
75
287
$20.1K ﹤0.01%
975
288
$19.9K ﹤0.01%
186
289
$19.7K ﹤0.01%
439
290
$19.5K ﹤0.01%
+667
291
$19K ﹤0.01%
237
+1
292
$18.6K ﹤0.01%
485
+480
293
$18.4K ﹤0.01%
120
+55
294
$18.4K ﹤0.01%
4
295
$18K ﹤0.01%
908
296
$17.9K ﹤0.01%
222
+24
297
$17.7K ﹤0.01%
1,184
298
$17.4K ﹤0.01%
426
299
$17.2K ﹤0.01%
164
-4
300
$17.1K ﹤0.01%
107
-2
10 11
12
13 14