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
751
$1.89K ﹤0.01%
36
752
$1.88K ﹤0.01%
483
753
$1.88K ﹤0.01%
56
-14
754
$1.87K ﹤0.01%
13
755
$1.86K ﹤0.01%
31
756
$1.86K ﹤0.01%
+51
757
$1.86K ﹤0.01%
22
+2
758
$1.85K ﹤0.01%
21
759
$1.85K ﹤0.01%
3
760
$1.85K ﹤0.01%
24
-1
761
$1.84K ﹤0.01%
28
762
$1.83K ﹤0.01%
6
-1
763
$1.83K ﹤0.01%
16
764
$1.82K ﹤0.01%
12
+2
765
$1.82K ﹤0.01%
45
-15
766
$1.82K ﹤0.01%
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-4
767
$1.81K ﹤0.01%
31
-25
768
$1.81K ﹤0.01%
15
769
$1.81K ﹤0.01%
49
+4
770
$1.8K ﹤0.01%
105
-7
771
$1.8K ﹤0.01%
8
772
$1.8K ﹤0.01%
28
+4
773
$1.8K ﹤0.01%
11
774
$1.79K ﹤0.01%
10
775
$1.79K ﹤0.01%
10
-1
29 30
31
32 33