SIC

SJS Investment Consulting Portfolio holdings

AUM $731M
1-Year Est. Return 12.87%
This Quarter Est. Return
1 Year Est. Return
+12.87%
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
251
$27.2K ﹤0.01%
339
252
$27.2K ﹤0.01%
442
-13
253
$26.8K ﹤0.01%
858
+5
254
$26.8K ﹤0.01%
93
-227
255
$26.7K ﹤0.01%
1,375
256
$26.6K ﹤0.01%
851
-760
257
$26.3K ﹤0.01%
111
+1
258
$26K ﹤0.01%
298
259
$25.4K ﹤0.01%
491
260
$25.3K ﹤0.01%
900
261
$25.3K ﹤0.01%
326
262
$25.1K ﹤0.01%
295
263
$24.8K ﹤0.01%
390
264
$24.7K ﹤0.01%
257
+225
265
$24.7K ﹤0.01%
205
-23
266
$24.7K ﹤0.01%
3,000
267
$23.8K ﹤0.01%
236
+50
268
$23.8K ﹤0.01%
48
+43
269
$23.4K ﹤0.01%
372
+4
270
$23.4K ﹤0.01%
123
+4
271
$23.3K ﹤0.01%
684
-7
272
$23.3K ﹤0.01%
1,723
+1,098
273
$23.3K ﹤0.01%
249
274
$23.1K ﹤0.01%
308
+6
275
$22.8K ﹤0.01%
824
9 10
11
12 13