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
26
$2.17M 0.37%
13,916
+371
27
$2.15M 0.37%
29,240
-550
28
$2.03M 0.35%
13,155
+1,617
29
$1.8M 0.31%
27,565
-30,000
30
$1.71M 0.29%
39,921
31
$1.7M 0.29%
11,337
-76
32
$1.61M 0.28%
26,680
+250
33
$1.61M 0.28%
21,494
34
$1.42M 0.24%
34,519
35
$1.25M 0.21%
2,227
+555
36
$1.03M 0.18%
3,966
+1,731
37
$1.01M 0.17%
1,809
+524
38
$966K 0.16%
8,118
+539
39
$949K 0.16%
26,001
+20,267
40
$907K 0.15%
959
-28
41
$825K 0.14%
10,539
-288
42
$823K 0.14%
1,428
+109
43
$682K 0.12%
4,336
+1
44
$637K 0.11%
3,687
+287
45
$636K 0.11%
10,649
+120
46
$635K 0.11%
7,524
-94
47
$614K 0.1%
2,236
+84
48
$549K 0.09%
3,220
+53
49
$539K 0.09%
7,000
50
$533K 0.09%
2,172
+8
1
2
3 4 5