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
676
$2.24K ﹤0.01%
10
-2
677
$2.23K ﹤0.01%
32
678
$2.23K ﹤0.01%
17
-1
679
$2.23K ﹤0.01%
266
+258
680
$2.23K ﹤0.01%
7
+1
681
$2.22K ﹤0.01%
13
+2
682
$2.22K ﹤0.01%
26
+2
683
$2.22K ﹤0.01%
27
+3
684
$2.22K ﹤0.01%
10
685
$2.22K ﹤0.01%
17
+1
686
$2.2K ﹤0.01%
41
-10
687
$2.19K ﹤0.01%
32
+4
688
$2.19K ﹤0.01%
28
-6
689
$2.18K ﹤0.01%
51
690
$2.18K ﹤0.01%
+254
691
$2.18K ﹤0.01%
6
-1
692
$2.17K ﹤0.01%
12
+2
693
$2.16K ﹤0.01%
16
694
$2.16K ﹤0.01%
54
695
$2.16K ﹤0.01%
87
696
$2.15K ﹤0.01%
59
697
$2.15K ﹤0.01%
38
+2
698
$2.15K ﹤0.01%
143
+8
699
$2.15K ﹤0.01%
+37
700
$2.14K ﹤0.01%
28
26 27
28
29 30