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
701
$2.13K ﹤0.01%
7
702
$2.13K ﹤0.01%
28
+4
703
$2.12K ﹤0.01%
46
+15
704
$2.09K ﹤0.01%
19
705
$2.09K ﹤0.01%
10
+2
706
$2.09K ﹤0.01%
51
+10
707
$2.08K ﹤0.01%
14
708
$2.07K ﹤0.01%
19
+1
709
$2.06K ﹤0.01%
200
710
$2.06K ﹤0.01%
23
-3
711
$2.06K ﹤0.01%
57
+10
712
$2.06K ﹤0.01%
400
713
$2.05K ﹤0.01%
20
-1
714
$2.04K ﹤0.01%
19
715
$2.04K ﹤0.01%
22
716
$2.03K ﹤0.01%
17
+4
717
$2.03K ﹤0.01%
18
+1
718
$2.03K ﹤0.01%
56
+7
719
$2.02K ﹤0.01%
22
+5
720
$2.02K ﹤0.01%
9
-5
721
$2.01K ﹤0.01%
11
722
$2.01K ﹤0.01%
20
+3
723
$2.01K ﹤0.01%
+201
724
$2.01K ﹤0.01%
80
725
$2K ﹤0.01%
20
27 28
29
30 31