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
626
$2.58K ﹤0.01%
7
627
$2.57K ﹤0.01%
7
628
$2.57K ﹤0.01%
7
-1
629
$2.56K ﹤0.01%
9
630
$2.56K ﹤0.01%
203
631
$2.55K ﹤0.01%
17
632
$2.54K ﹤0.01%
36
+19
633
$2.53K ﹤0.01%
74
+15
634
$2.51K ﹤0.01%
30
635
$2.5K ﹤0.01%
19
+1
636
$2.5K ﹤0.01%
21
+6
637
$2.49K ﹤0.01%
16
+4
638
$2.48K ﹤0.01%
160
+21
639
$2.48K ﹤0.01%
35
+4
640
$2.47K ﹤0.01%
30
+2
641
$2.46K ﹤0.01%
35
-2
642
$2.46K ﹤0.01%
28
643
$2.46K ﹤0.01%
19
644
$2.44K ﹤0.01%
5
645
$2.44K ﹤0.01%
32
646
$2.43K ﹤0.01%
18
647
$2.43K ﹤0.01%
49
648
$2.43K ﹤0.01%
22
+2
649
$2.43K ﹤0.01%
33
-3
650
$2.42K ﹤0.01%
23
24 25
26
27 28