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
901
$1.32K ﹤0.01%
+5
902
$1.32K ﹤0.01%
16
903
$1.32K ﹤0.01%
27
904
$1.31K ﹤0.01%
25
905
$1.3K ﹤0.01%
17
+2
906
$1.29K ﹤0.01%
10
907
$1.29K ﹤0.01%
85
+34
908
$1.29K ﹤0.01%
16
909
$1.29K ﹤0.01%
10
910
$1.29K ﹤0.01%
3
911
$1.28K ﹤0.01%
20
912
$1.28K ﹤0.01%
42
913
$1.27K ﹤0.01%
19
914
$1.27K ﹤0.01%
+913
915
$1.27K ﹤0.01%
2
-1
916
$1.27K ﹤0.01%
14
917
$1.27K ﹤0.01%
7
-1
918
$1.26K ﹤0.01%
9
919
$1.26K ﹤0.01%
29
920
$1.26K ﹤0.01%
11
921
$1.25K ﹤0.01%
23
922
$1.25K ﹤0.01%
53
+8
923
$1.25K ﹤0.01%
24
-6
924
$1.24K ﹤0.01%
21
925
$1.24K ﹤0.01%
8
35 36
37
38 39