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
601
$2.79K ﹤0.01%
105
+9
602
$2.78K ﹤0.01%
18
603
$2.77K ﹤0.01%
9
604
$2.77K ﹤0.01%
2
605
$2.76K ﹤0.01%
20
606
$2.75K ﹤0.01%
83
607
$2.73K ﹤0.01%
25
+7
608
$2.73K ﹤0.01%
11
609
$2.72K ﹤0.01%
17
-5
610
$2.71K ﹤0.01%
19
611
$2.71K ﹤0.01%
203
612
$2.7K ﹤0.01%
20
613
$2.7K ﹤0.01%
33
614
$2.69K ﹤0.01%
23
615
$2.68K ﹤0.01%
11
616
$2.67K ﹤0.01%
15
+2
617
$2.65K ﹤0.01%
50
-16
618
$2.63K ﹤0.01%
10
619
$2.63K ﹤0.01%
31
620
$2.63K ﹤0.01%
65
+6
621
$2.62K ﹤0.01%
13
-1
622
$2.61K ﹤0.01%
35
+3
623
$2.59K ﹤0.01%
16
624
$2.58K ﹤0.01%
37
625
$2.58K ﹤0.01%
222
+71
23 24
25
26 27