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
76
$286K 0.05%
547
-40
77
$282K 0.05%
+3,735
78
$280K 0.05%
283
79
$272K 0.05%
2,049
+9
80
$271K 0.05%
1,588
+6
81
$271K 0.05%
5,257
+140
82
$260K 0.04%
2,059
-5
83
$255K 0.04%
6,122
+11
84
$252K 0.04%
3,520
+629
85
$250K 0.04%
672
86
$249K 0.04%
1,073
+1
87
$236K 0.04%
2,395
-163
88
$236K 0.04%
848
+1
89
$233K 0.04%
941
90
$225K 0.04%
3,654
-999
91
$225K 0.04%
4,320
92
$213K 0.04%
2,280
+370
93
$210K 0.04%
1,054
94
$207K 0.04%
679
-93
95
$202K 0.03%
1,207
+740
96
$198K 0.03%
1,207
97
$194K 0.03%
9,010
98
$190K 0.03%
6,733
+1,020
99
$183K 0.03%
1,096
+303
100
$179K 0.03%
1,851
+2
2 3
4
5 6