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
851
$1.49K ﹤0.01%
20
852
$1.49K ﹤0.01%
21
+17
853
$1.48K ﹤0.01%
27
854
$1.48K ﹤0.01%
14
855
$1.48K ﹤0.01%
15
856
$1.47K ﹤0.01%
32
+1
857
$1.47K ﹤0.01%
5
-1
858
$1.46K ﹤0.01%
6
-2
859
$1.46K ﹤0.01%
24
+1
860
$1.45K ﹤0.01%
24
861
$1.45K ﹤0.01%
7
862
$1.44K ﹤0.01%
21
863
$1.44K ﹤0.01%
22
-4
864
$1.43K ﹤0.01%
15
865
$1.42K ﹤0.01%
41
+3
866
$1.42K ﹤0.01%
14
867
$1.41K ﹤0.01%
15
868
$1.41K ﹤0.01%
132
-6
869
$1.41K ﹤0.01%
71
870
$1.41K ﹤0.01%
+392
871
$1.4K ﹤0.01%
+288
872
$1.4K ﹤0.01%
6
873
$1.4K ﹤0.01%
28
874
$1.4K ﹤0.01%
18
875
$1.39K ﹤0.01%
24
+19
33 34
35
36 37