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
51
$526K 0.09%
8,550
52
$523K 0.09%
2,497
+901
53
$513K 0.09%
3,094
+76
54
$508K 0.09%
3,671
+2
55
$478K 0.08%
1,303
-182
56
$452K 0.08%
4,897
-6,321
57
$447K 0.08%
1,354
58
$437K 0.07%
10,800
-2,000
59
$430K 0.07%
7,807
60
$414K 0.07%
16,010
61
$395K 0.07%
5,564
+38
62
$394K 0.07%
5,820
63
$388K 0.07%
25,489
-11,961
64
$384K 0.07%
2,749
+2,117
65
$373K 0.06%
6,000
66
$367K 0.06%
2,521
-1
67
$363K 0.06%
7,279
-705
68
$358K 0.06%
1,441
+3
69
$357K 0.06%
1,239
+285
70
$342K 0.06%
7,304
+5,765
71
$316K 0.05%
3,571
72
$312K 0.05%
718
+34
73
$310K 0.05%
1,398
+159
74
$299K 0.05%
4,297
75
$298K 0.05%
853
+8
1 2
3
4 5