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
376
$8.98K ﹤0.01%
38
377
$8.87K ﹤0.01%
245
378
$8.61K ﹤0.01%
39
-2
379
$8.52K ﹤0.01%
67
380
$8.51K ﹤0.01%
+72
381
$8.48K ﹤0.01%
+78
382
$8.42K ﹤0.01%
58
+17
383
$8.38K ﹤0.01%
135
-6
384
$8.16K ﹤0.01%
153
385
$8K ﹤0.01%
92
+25
386
$7.92K ﹤0.01%
60
+23
387
$7.92K ﹤0.01%
28
+1
388
$7.88K ﹤0.01%
100
389
$7.62K ﹤0.01%
15
+4
390
$7.45K ﹤0.01%
51
-40
391
$7.35K ﹤0.01%
241
+23
392
$7.31K ﹤0.01%
205
393
$7.25K ﹤0.01%
1
394
$7.17K ﹤0.01%
227
395
$7.17K ﹤0.01%
60
396
$7.16K ﹤0.01%
75
+45
397
$7.08K ﹤0.01%
231
398
$7.08K ﹤0.01%
811
+475
399
$7.01K ﹤0.01%
126
400
$7.01K ﹤0.01%
236
+214
14 15
16
17 18