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
926
$1.24K ﹤0.01%
436
927
$1.24K ﹤0.01%
27
928
$1.23K ﹤0.01%
151
+39
929
$1.23K ﹤0.01%
37
-24
930
$1.23K ﹤0.01%
34
931
$1.23K ﹤0.01%
31
+3
932
$1.23K ﹤0.01%
+174
933
$1.22K ﹤0.01%
6
934
$1.22K ﹤0.01%
8
935
$1.22K ﹤0.01%
296
936
$1.22K ﹤0.01%
21
937
$1.22K ﹤0.01%
+200
938
$1.21K ﹤0.01%
7
939
$1.21K ﹤0.01%
165
940
$1.21K ﹤0.01%
40
+15
941
$1.21K ﹤0.01%
15
-3
942
$1.2K ﹤0.01%
14
+2
943
$1.2K ﹤0.01%
11
-4
944
$1.2K ﹤0.01%
12
945
$1.2K ﹤0.01%
62
+10
946
$1.2K ﹤0.01%
50
+26
947
$1.2K ﹤0.01%
10
948
$1.19K ﹤0.01%
24
949
$1.18K ﹤0.01%
25
+1
950
$1.17K ﹤0.01%
24
36 37
38
39 40