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
651
$2.4K ﹤0.01%
30
652
$2.4K ﹤0.01%
10
+1
653
$2.39K ﹤0.01%
5
+1
654
$2.39K ﹤0.01%
42
-3
655
$2.37K ﹤0.01%
+52
656
$2.37K ﹤0.01%
13
+1
657
$2.37K ﹤0.01%
24
+1
658
$2.37K ﹤0.01%
12
659
$2.36K ﹤0.01%
2
660
$2.36K ﹤0.01%
30
+4
661
$2.35K ﹤0.01%
5
662
$2.34K ﹤0.01%
26
663
$2.33K ﹤0.01%
4
+1
664
$2.32K ﹤0.01%
7
665
$2.31K ﹤0.01%
38
+4
666
$2.3K ﹤0.01%
193
+1
667
$2.3K ﹤0.01%
11
-2
668
$2.3K ﹤0.01%
5
+2
669
$2.29K ﹤0.01%
+16
670
$2.29K ﹤0.01%
17
671
$2.29K ﹤0.01%
9
+5
672
$2.28K ﹤0.01%
13
673
$2.27K ﹤0.01%
10
+1
674
$2.25K ﹤0.01%
74
+28
675
$2.25K ﹤0.01%
46
+6
25 26
27
28 29