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
326
$14.1K ﹤0.01%
85
327
$14K ﹤0.01%
297
-8
328
$13.9K ﹤0.01%
224
+6
329
$13.9K ﹤0.01%
53
+2
330
$13.6K ﹤0.01%
536
+527
331
$13.6K ﹤0.01%
368
332
$13.3K ﹤0.01%
188
+5
333
$13.3K ﹤0.01%
317
+314
334
$13.2K ﹤0.01%
49
335
$13.1K ﹤0.01%
134
+5
336
$13K ﹤0.01%
76
+4
337
$12.2K ﹤0.01%
148
-6
338
$12K ﹤0.01%
291
+25
339
$11.7K ﹤0.01%
+160
340
$11.7K ﹤0.01%
323
341
$11.6K ﹤0.01%
126
342
$11.5K ﹤0.01%
787
343
$11.5K ﹤0.01%
116
344
$11.4K ﹤0.01%
1,082
+29
345
$11.3K ﹤0.01%
108
+8
346
$11.3K ﹤0.01%
4,154
+1,000
347
$11.2K ﹤0.01%
322
-3
348
$11.2K ﹤0.01%
98
-9
349
$11.1K ﹤0.01%
100
350
$11.1K ﹤0.01%
87
-118
12 13
14
15 16