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
476
$4.65K ﹤0.01%
58
+8
477
$4.64K ﹤0.01%
8
478
$4.61K ﹤0.01%
25
479
$4.56K ﹤0.01%
21
+5
480
$4.53K ﹤0.01%
70
-12
481
$4.52K ﹤0.01%
421
+405
482
$4.51K ﹤0.01%
+486
483
$4.43K ﹤0.01%
227
+112
484
$4.43K ﹤0.01%
200
485
$4.43K ﹤0.01%
85
486
$4.42K ﹤0.01%
15
+2
487
$4.39K ﹤0.01%
100
+10
488
$4.37K ﹤0.01%
34
+31
489
$4.35K ﹤0.01%
24
490
$4.35K ﹤0.01%
93
+92
491
$4.35K ﹤0.01%
60
+5
492
$4.34K ﹤0.01%
439
+2
493
$4.33K ﹤0.01%
45
494
$4.3K ﹤0.01%
19
495
$4.27K ﹤0.01%
30
-56
496
$4.25K ﹤0.01%
13
497
$4.25K ﹤0.01%
31
498
$4.21K ﹤0.01%
133
499
$4.2K ﹤0.01%
10
500
$4.17K ﹤0.01%
64
18 19
20
21 22