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
351
$11.1K ﹤0.01%
203
-20
352
$11.1K ﹤0.01%
95
353
$10.8K ﹤0.01%
+1,800
354
$10.8K ﹤0.01%
390
+1
355
$10.8K ﹤0.01%
157
356
$10.8K ﹤0.01%
153
357
$10.7K ﹤0.01%
154
+4
358
$10.6K ﹤0.01%
147
-6
359
$10.5K ﹤0.01%
808
360
$10.4K ﹤0.01%
130
361
$10.3K ﹤0.01%
17
+7
362
$10.3K ﹤0.01%
20
363
$10.2K ﹤0.01%
200
364
$10.1K ﹤0.01%
200
365
$10K ﹤0.01%
500
366
$9.89K ﹤0.01%
137
+4
367
$9.86K ﹤0.01%
55
368
$9.82K ﹤0.01%
33
369
$9.7K ﹤0.01%
56
-88
370
$9.56K ﹤0.01%
442
+347
371
$9.46K ﹤0.01%
158
+35
372
$9.44K ﹤0.01%
+200
373
$9.37K ﹤0.01%
+653
374
$9.34K ﹤0.01%
33
+1
375
$9.07K ﹤0.01%
230
13 14
15
16 17