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
551
$3.42K ﹤0.01%
19
552
$3.42K ﹤0.01%
42
553
$3.41K ﹤0.01%
52
554
$3.4K ﹤0.01%
14
555
$3.35K ﹤0.01%
30
556
$3.35K ﹤0.01%
17
557
$3.3K ﹤0.01%
106
558
$3.25K ﹤0.01%
51
+16
559
$3.25K ﹤0.01%
309
+71
560
$3.21K ﹤0.01%
28
-1
561
$3.21K ﹤0.01%
49
562
$3.2K ﹤0.01%
64
563
$3.2K ﹤0.01%
12
+2
564
$3.19K ﹤0.01%
17
565
$3.19K ﹤0.01%
8
+1
566
$3.19K ﹤0.01%
200
567
$3.19K ﹤0.01%
56
-9
568
$3.14K ﹤0.01%
19
569
$3.12K ﹤0.01%
61
570
$3.11K ﹤0.01%
22
+1
571
$3.11K ﹤0.01%
15
572
$3.1K ﹤0.01%
21
573
$3.1K ﹤0.01%
12
574
$3.1K ﹤0.01%
18
575
$3.06K ﹤0.01%
35
-298
21 22
23
24 25