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
976
$1.07K ﹤0.01%
17
+2
977
$1.07K ﹤0.01%
16
978
$1.07K ﹤0.01%
4
979
$1.06K ﹤0.01%
158
980
$1.06K ﹤0.01%
13
981
$1.06K ﹤0.01%
22
982
$1.04K ﹤0.01%
7
983
$1.04K ﹤0.01%
2
984
$1.04K ﹤0.01%
18
985
$1.03K ﹤0.01%
2
-1
986
$1.03K ﹤0.01%
+78
987
$1.03K ﹤0.01%
56
988
$1.02K ﹤0.01%
+40
989
$1.01K ﹤0.01%
19
+3
990
$1.01K ﹤0.01%
7
+1
991
$1.01K ﹤0.01%
40
+5
992
$1.01K ﹤0.01%
5
-3
993
$1.01K ﹤0.01%
9
994
$1.01K ﹤0.01%
29
995
$1K ﹤0.01%
33
996
$1K ﹤0.01%
24
997
$1K ﹤0.01%
100
998
$995 ﹤0.01%
22
999
$992 ﹤0.01%
12
1000
$991 ﹤0.01%
4
38 39
40
41 42