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
526
$3.84K ﹤0.01%
79
+15
527
$3.83K ﹤0.01%
166
528
$3.81K ﹤0.01%
1
529
$3.81K ﹤0.01%
100
530
$3.81K ﹤0.01%
69
-1
531
$3.79K ﹤0.01%
56
+2
532
$3.79K ﹤0.01%
34
533
$3.75K ﹤0.01%
13
534
$3.73K ﹤0.01%
34
+14
535
$3.73K ﹤0.01%
8
536
$3.71K ﹤0.01%
14
-100
537
$3.71K ﹤0.01%
2
538
$3.69K ﹤0.01%
2
539
$3.67K ﹤0.01%
48
+4
540
$3.67K ﹤0.01%
+38
541
$3.62K ﹤0.01%
79
542
$3.56K ﹤0.01%
50
+2
543
$3.53K ﹤0.01%
21
+2
544
$3.52K ﹤0.01%
106
+4
545
$3.48K ﹤0.01%
33
546
$3.48K ﹤0.01%
7
+2
547
$3.46K ﹤0.01%
42
548
$3.46K ﹤0.01%
82
549
$3.45K ﹤0.01%
11
550
$3.43K ﹤0.01%
50
20 21
22
23 24