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
401
$6.9K ﹤0.01%
127
-7
402
$6.89K ﹤0.01%
11
403
$6.88K ﹤0.01%
39
+1
404
$6.86K ﹤0.01%
105
+1
405
$6.85K ﹤0.01%
27
406
$6.84K ﹤0.01%
443
+13
407
$6.8K ﹤0.01%
10
408
$6.8K ﹤0.01%
110
-1
409
$6.79K ﹤0.01%
75
410
$6.78K ﹤0.01%
33
+3
411
$6.78K ﹤0.01%
14
+1
412
$6.71K ﹤0.01%
42
+6
413
$6.62K ﹤0.01%
25
414
$6.61K ﹤0.01%
76
415
$6.58K ﹤0.01%
32
416
$6.53K ﹤0.01%
56
417
$6.48K ﹤0.01%
214
+2
418
$6.42K ﹤0.01%
31
419
$6.41K ﹤0.01%
50
+8
420
$6.41K ﹤0.01%
100
421
$6.35K ﹤0.01%
76
-1
422
$6.03K ﹤0.01%
46
423
$5.98K ﹤0.01%
119
424
$5.93K ﹤0.01%
28
-5
425
$5.89K ﹤0.01%
150
15 16
17
18 19