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
726
$2K ﹤0.01%
12
727
$1.99K ﹤0.01%
27
-2
728
$1.99K ﹤0.01%
9
729
$1.98K ﹤0.01%
33
730
$1.98K ﹤0.01%
25
+6
731
$1.98K ﹤0.01%
21
-5
732
$1.98K ﹤0.01%
6
-1
733
$1.96K ﹤0.01%
209
+5
734
$1.96K ﹤0.01%
109
735
$1.96K ﹤0.01%
24
736
$1.96K ﹤0.01%
15
737
$1.96K ﹤0.01%
90
-5
738
$1.95K ﹤0.01%
16
+1
739
$1.94K ﹤0.01%
+266
740
$1.94K ﹤0.01%
22
-2
741
$1.93K ﹤0.01%
61
+10
742
$1.93K ﹤0.01%
19
+1
743
$1.92K ﹤0.01%
21
+1
744
$1.92K ﹤0.01%
25
-2
745
$1.91K ﹤0.01%
20
-400
746
$1.91K ﹤0.01%
5
+1
747
$1.91K ﹤0.01%
8
748
$1.9K ﹤0.01%
28
+2
749
$1.89K ﹤0.01%
19
750
$1.89K ﹤0.01%
7
+3
28 29
30
31 32