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
576
$3.05K ﹤0.01%
34
577
$3.05K ﹤0.01%
12
578
$3.05K ﹤0.01%
6
579
$3.04K ﹤0.01%
21
-353
580
$3.03K ﹤0.01%
9
-5
581
$3.01K ﹤0.01%
23
582
$2.96K ﹤0.01%
20
-1
583
$2.95K ﹤0.01%
227
584
$2.94K ﹤0.01%
7
+3
585
$2.94K ﹤0.01%
14
586
$2.93K ﹤0.01%
100
587
$2.92K ﹤0.01%
20
+16
588
$2.92K ﹤0.01%
21
589
$2.91K ﹤0.01%
19
590
$2.9K ﹤0.01%
33
+9
591
$2.9K ﹤0.01%
9
592
$2.89K ﹤0.01%
25
593
$2.89K ﹤0.01%
24
+1
594
$2.88K ﹤0.01%
17
-4
595
$2.86K ﹤0.01%
9
596
$2.84K ﹤0.01%
34
+3
597
$2.83K ﹤0.01%
53
-24
598
$2.81K ﹤0.01%
16
-1
599
$2.81K ﹤0.01%
5
600
$2.79K ﹤0.01%
12
+2
22 23
24
25 26