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
451
$5.36K ﹤0.01%
22
+2
452
$5.3K ﹤0.01%
140
+54
453
$5.3K ﹤0.01%
12
+3
454
$5.22K ﹤0.01%
79
+13
455
$5.19K ﹤0.01%
67
+23
456
$5.11K ﹤0.01%
+55
457
$5.04K ﹤0.01%
+102
458
$5.01K ﹤0.01%
379
+378
459
$4.99K ﹤0.01%
64
460
$4.97K ﹤0.01%
51
461
$4.96K ﹤0.01%
259
462
$4.9K ﹤0.01%
71
463
$4.88K ﹤0.01%
14
464
$4.88K ﹤0.01%
+45
465
$4.84K ﹤0.01%
24
466
$4.82K ﹤0.01%
11
-1
467
$4.79K ﹤0.01%
13
+4
468
$4.74K ﹤0.01%
30
469
$4.73K ﹤0.01%
46
470
$4.73K ﹤0.01%
+30
471
$4.72K ﹤0.01%
1,730
472
$4.7K ﹤0.01%
113
+11
473
$4.7K ﹤0.01%
32
+8
474
$4.68K ﹤0.01%
159
-12
475
$4.68K ﹤0.01%
49
17 18
19
20 21