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
876
$1.39K ﹤0.01%
24
-1
877
$1.39K ﹤0.01%
154
878
$1.39K ﹤0.01%
23
879
$1.39K ﹤0.01%
+15
880
$1.39K ﹤0.01%
52
+9
881
$1.39K ﹤0.01%
8
-67
882
$1.38K ﹤0.01%
68
+21
883
$1.38K ﹤0.01%
7
884
$1.38K ﹤0.01%
28
+8
885
$1.38K ﹤0.01%
11
+1
886
$1.38K ﹤0.01%
158
+6
887
$1.37K ﹤0.01%
14
-58
888
$1.37K ﹤0.01%
29
889
$1.37K ﹤0.01%
25
890
$1.37K ﹤0.01%
90
-2
891
$1.36K ﹤0.01%
16
892
$1.36K ﹤0.01%
64
893
$1.36K ﹤0.01%
19
894
$1.35K ﹤0.01%
28
+3
895
$1.35K ﹤0.01%
19
896
$1.35K ﹤0.01%
212
897
$1.34K ﹤0.01%
8
898
$1.33K ﹤0.01%
11
899
$1.33K ﹤0.01%
4
900
$1.32K ﹤0.01%
11
34 35
36
37 38