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
801
$1.68K ﹤0.01%
28
802
$1.68K ﹤0.01%
167
-218
803
$1.68K ﹤0.01%
4
804
$1.68K ﹤0.01%
20
805
$1.67K ﹤0.01%
7
+1
806
$1.67K ﹤0.01%
15
+10
807
$1.65K ﹤0.01%
46
808
$1.64K ﹤0.01%
25
+4
809
$1.63K ﹤0.01%
49
810
$1.61K ﹤0.01%
10
811
$1.61K ﹤0.01%
37
-5
812
$1.61K ﹤0.01%
38
-7
813
$1.6K ﹤0.01%
40
814
$1.6K ﹤0.01%
61
-20
815
$1.6K ﹤0.01%
26
+2
816
$1.6K ﹤0.01%
31
817
$1.6K ﹤0.01%
8
-1
818
$1.6K ﹤0.01%
40
+6
819
$1.59K ﹤0.01%
18
-3
820
$1.59K ﹤0.01%
15
821
$1.59K ﹤0.01%
48
822
$1.59K ﹤0.01%
23
+2
823
$1.58K ﹤0.01%
61
+1
824
$1.58K ﹤0.01%
5
825
$1.58K ﹤0.01%
+20
31 32
33
34 35