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
301
$17K ﹤0.01%
2,952
-16
302
$16.8K ﹤0.01%
222
303
$16.7K ﹤0.01%
62
+15
304
$16.6K ﹤0.01%
112
305
$16.6K ﹤0.01%
538
306
$16.6K ﹤0.01%
380
+10
307
$16.5K ﹤0.01%
528
308
$16.5K ﹤0.01%
165
309
$16.3K ﹤0.01%
63
310
$16.1K ﹤0.01%
420
311
$16.1K ﹤0.01%
487
+10
312
$15.9K ﹤0.01%
582
313
$15.9K ﹤0.01%
79
+13
314
$15.7K ﹤0.01%
109
+1
315
$15.3K ﹤0.01%
233
316
$15.2K ﹤0.01%
180
317
$15.1K ﹤0.01%
210
318
$15.1K ﹤0.01%
34
+9
319
$15K ﹤0.01%
144
+1
320
$14.9K ﹤0.01%
56
+18
321
$14.9K ﹤0.01%
481
322
$14.6K ﹤0.01%
1,200
323
$14.5K ﹤0.01%
130
+1
324
$14.4K ﹤0.01%
182
325
$14.2K ﹤0.01%
107