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
1051
$858 ﹤0.01%
+300
1052
$857 ﹤0.01%
3
1053
$856 ﹤0.01%
39
-24
1054
$855 ﹤0.01%
8
1055
$850 ﹤0.01%
8
+5
1056
$849 ﹤0.01%
11
1057
$849 ﹤0.01%
29
-9
1058
$848 ﹤0.01%
12
1059
$848 ﹤0.01%
34
+1
1060
$844 ﹤0.01%
7
+1
1061
$842 ﹤0.01%
9
1062
$841 ﹤0.01%
19
1063
$839 ﹤0.01%
8
1064
$839 ﹤0.01%
15
1065
$839 ﹤0.01%
33
+5
1066
$839 ﹤0.01%
+24
1067
$835 ﹤0.01%
100
1068
$833 ﹤0.01%
5
-8
1069
$832 ﹤0.01%
90
1070
$830 ﹤0.01%
5
1071
$822 ﹤0.01%
+3
1072
$818 ﹤0.01%
22
+4
1073
$816 ﹤0.01%
43
-6
1074
$811 ﹤0.01%
14
1075
$806 ﹤0.01%
+11
41 42
43
44 45