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
1001
$989 ﹤0.01%
37
+4
1002
$982 ﹤0.01%
334
1003
$982 ﹤0.01%
20
1004
$980 ﹤0.01%
8
1005
$978 ﹤0.01%
+52
1006
$977 ﹤0.01%
7
1007
$975 ﹤0.01%
28
+3
1008
$973 ﹤0.01%
11
1009
$972 ﹤0.01%
19
-1
1010
$969 ﹤0.01%
72
+7
1011
$962 ﹤0.01%
14
1012
$961 ﹤0.01%
1
1013
$960 ﹤0.01%
+117
1014
$960 ﹤0.01%
29
+4
1015
$958 ﹤0.01%
30
1016
$953 ﹤0.01%
25
1017
$952 ﹤0.01%
5
+1
1018
$950 ﹤0.01%
+38
1019
$950 ﹤0.01%
100
1020
$948 ﹤0.01%
10
1021
$948 ﹤0.01%
12
1022
$947 ﹤0.01%
100
1023
$945 ﹤0.01%
8
1024
$939 ﹤0.01%
+41
1025
$937 ﹤0.01%
18
39 40
41
42 43