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
426
$5.87K ﹤0.01%
40
-1
427
$5.85K ﹤0.01%
23
428
$5.81K ﹤0.01%
24
429
$5.81K ﹤0.01%
89
+6
430
$5.8K ﹤0.01%
86
+50
431
$5.74K ﹤0.01%
28
-8
432
$5.73K ﹤0.01%
250
433
$5.68K ﹤0.01%
6
434
$5.66K ﹤0.01%
10
435
$5.64K ﹤0.01%
56
436
$5.61K ﹤0.01%
23
437
$5.6K ﹤0.01%
34
+14
438
$5.59K ﹤0.01%
17
439
$5.57K ﹤0.01%
45
440
$5.55K ﹤0.01%
99
+1
441
$5.54K ﹤0.01%
76
+4
442
$5.53K ﹤0.01%
16
443
$5.51K ﹤0.01%
211
+64
444
$5.47K ﹤0.01%
140
445
$5.43K ﹤0.01%
173
+113
446
$5.43K ﹤0.01%
200
447
$5.41K ﹤0.01%
27
448
$5.39K ﹤0.01%
16
449
$5.38K ﹤0.01%
389
-20
450
$5.37K ﹤0.01%
275
+193
16 17
18
19 20